Job Description

We are seeking a knowledgeable and client-focused Financial Consultant to join our team.

The Financial Consultant will play a key role in helping clients achieve their financial goals by providing personalized investment strategies, life and disability insurance, retirement planning, tax efficiency solutions, and overall wealth management guidance.

Key Responsibilities:

Client Relationship Management

: Build and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.

Financial Planning

: Develop and present customized financial plans tailored to individual clients, focusing on wealth accumulation, preservation, and distribution.

Investment Management

: Provide strategic investment recommendations and manage client portfolios to achieve optimal performance while aligning with their objectives.

Retirement Planning

: Guide clients through retirement strategies, including savings plans, Social Security optimization, and income distribution.

Risk Management

: Advise clients on insurance options and risk management strategies to protect their financial well-being.

Markey Analysis

: Stay informed about financial market trends, economic updates, and regulatory changes to provide informed advice.

Compliance

: Ensure all recommendations and actions comply with financial regulations, company policies, and ethical standards.

Business Development

: Network and build new client relationships through referrals, workshops, seminars, and other marketing efforts.
At Northwestern Mutual, we're committed to providing our Financial Consultants with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.

Qualifications & Attributes:

Bachelor's degree is preferred Entrepreneurial ambitions Excellent interpersonal and communication skills with a client-first mindset History of success in sales, athletics, military, client services, or client-facing roles Insurance License, Series 6, 63, or 7 preferred (or would be willing to obtain upon employment) Desire for continuous learning Legal authorization to work in the US without sponsorship Proficiency with Microsoft platforms

What We Offer:

Comprehensive benefits package, including medical, dental, and vision insurance coverage, as well as life insurance and disability income insurance Renewable income with multiple revenue streams Bonus programs and expense allowances ongoing professional development opportunities and support for certifications Support for insurance licensing, SIE, Series 7, Series 63, CFP, and more Retirement Package and Pension Plan A collaborative and supportive team environment Opportunities for career growth and advancement

About Us

For over 168 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies--insurance, investments, and annuities--built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our advisors and consultants are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!

Why join Northwestern Mutual:

Fortune 97 company Unsurpassed Financial Strength with total company assets of $378 billion 97% of policy owners stay year after year FORTUNE ranked #1 in Corporate Assets, Quality of Management, Financial #1 Amongst Life Insurers Most Admired Companies for Financial Soundness according to FORTUNE Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2025) $335 billion (retail investment client assets held or managed) Industry leader in total dividend payout with over $8.2 billion in 2025 $500M given back philanthropically through the Northwestern Mutual Foundation

Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Job Type: Full-time

Pay: $133,000.00 - $195,000.00 per year

Benefits:

Dental insurance Employee assistance program Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Professional development assistance Retirement plan Vision insurance
Application Question(s):

While not required, describe your sales experience. What has you interested in becoming a Financial Consultant?
Work Location: Hybrid remote in Saint Cloud, MN 56301