Comprehensive Financial Advisor - Career Changers Welcomed!
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.ResponsibilitiesProvide advice and guidance on investment and financial planning strategies for clients in Columbus, OH areaEvaluate client financial status and determine need for wealth building strategiesRecommend appropriate wealth-building strategies, including investments, insurance, loans, or other financial products or servicesWork with clients to develop financial goals, objectives, objectives, plans, and objectives for each clientPrepare recommendations based on client needs and goalsServe as a liaison between client and internal teams to ensure smooth flow of recommendations and ongoing planningCommunicate with clients about their financial status, plans, objectives, risks, rewards of investments etc.Prepare tax returns for individuals and corporations according to applicable lawsKeep track of client files and documentation in accordance with firm policiesQualifications·Bachelor's degree in business or related field preferred; or equivalent combination of education & experienceJob Types: Full-time, ContractPay: $75,000.00 - $150,000.00 per yearBenefits:401(k)Dental insuranceEmployee assistance programFlexible scheduleHealth insuranceLife insuranceProfessional development assistanceReferral programRetirement planTuition reimbursementVision insuranceCompensation Package:Bonus opportunitiesCommission paySigning bonusSchedule:Choose your own hoursMonday to FridayNo weekendsWork Location: In person