Comprehensive Financial Advisor

Job Description

Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and investment advisory services to individuals and small to mid-sized companies. We are a team of professionals who are passionate about helping our clients achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning strategies.

Responsibilities

Provide advice and guidance on investment and financial planning strategies for clients in Columbus, OH area

Evaluate client financial status and determine need for wealth building strategies

Recommend appropriate wealth-building strategies, including investments, insurance, loans, or other financial products or services

Work with clients to develop financial goals, objectives, objectives, plans, and objectives for each client

Prepare recommendations based on client needs and goals

Serve as a liaison between client and internal teams to ensure smooth flow of recommendations and ongoing planning

Communicate with clients about their financial status, plans, objectives, risks, rewards of investments etc.

Prepare tax returns for individuals and corporations according to applicable laws

Keep track of client files and documentation in accordance with firm policies

Qualifications

·Bachelor’s degree in business or related field preferred; or equivalent combination of education & experience

Job Types: Full-time, Contract

Pay: $75,000.00 - $150,000.00 per year

Benefits:

401(k)

Dental insurance

Employee assistance program

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Referral program

Retirement plan

Tuition reimbursement

Vision insurance

Compensation Package:

Bonus opportunities

Commission pay

Signing bonus

Schedule:

Choose your own hours

Monday to Friday

No weekends

Work Location: In person

Full-time