Financial Solutions Advisor Salary in Illinois, USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Wintrust is a financial holding company with approximately $50 billion in assets under management and traded on the NASDAQ: WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units, including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services, and qualified intermediary services for tax-deferred exchanges.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 8 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewFamily-friendly work hoursPromote from within cultureWhy join this team? We offer advisors the best of both worlds—the technology, products, benefits, and business development opportunities of a large corporation as well as the supportive culture, reputation for personal service, and lasting client relationships of a boutique firmWe hold ourselves to the highest standards of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You'll DoBuild rapport and professional relationships with clients, prospects, and colleaguesBe committed to client retention, client recruiting, and superior customer serviceGather assets for fee-based and traditional brokerage accountsGo on calls with clients and potential clientsMaintain a high level of compliance with FINRA, SEC, and firm rules and regulationsMeet sales quotasAssess client's overall financial picture, truly understand their needs and then develop a relevant, solid financial planOversee the course of financial plans and updating it if necessary, to ensure profitsCultivate our client base and build win-win relationshipsAdhere to compliance with all industry rules and regulationsAdminister presentations for new prospects and referralsWork collaboratively with other team membersIdentify and deepen relationships with clients and potential clientsPossess knowledge of a wide array of financial products and servicesKeep up on new industry trends and research the market to back up financial consulting decisionsNetwork, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etcOther duties, as they ariseQualificationsSeries 7, 66 or 63 and 65Proven work history with experience as a financial advisor, planner, specialist or another relevant roleConsistent track record of successful financial guidanceAbility to analyze the market data in order to formulate and provide appropriate, data-based financial adviceSolid communication, negotiation, and presentation skillsAttention to detail and consistent accuracy with all dataHighly articulate and able to explain complex information clearly and simplysSelf-motivatedStrong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceEEOC StatementFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoFinancial Associate will support one Financial Advisor who covers multiple Wintrust Bank locations throughout Chicago's North/Northwest neighborhoods. The primary location will be Ravenswood.Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial products and market trendsDevelop yourself with our award-winning training and mentorship networkPresent clients with financial solutions and drive them to actionTake ownership of your business and build a teamThe ideal candidate will have:Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our supportHigh level of self-motivation; ability to accomplish goals independentlyHistory of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance pre-licensing courses, SIE, Series 6, Series 63, Series 65, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in Arlington Heights, Illinois.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Arlington Heights location. What You’ll DoHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License requiredRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.As a Financial Advisor, you will:Build a client base and develop knowledge of Bankers Life financial products and market trendsDevelop yourself with our award-winning training and mentorship networkPresent clients with financial solutions and drive them to actionTake ownership of your business and build a teamThe ideal candidate will have:Active Life & Health license, Series 6, Series 63 and Series 65, or ability to acquire these licenses with our supportHigh level of self-motivation; ability to accomplish goals independentlyHistory of success in sales, competitive roles, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, Series 65, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $4.6 billion in assets (as of March 29, 2023) and services clients across the nation. We are headquartered in San Diego and have branch offices in California (Brea, Davis, Irvine, and Los Angeles); Seattle, WA (Mercer Island); Denver, CO; Chicago, IL and we are looking to expand in other cities. If you are a CERTIFIED FINANCIAL PLANNER professional (CFP®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®), or have at least five years of financial planning experience, please contact us about joining our team and helping us meet the demand of potential clients that want to do business with our firm.Why become an Advisor with Pure? We provide specialized support so that our Advisors can spend their time where they need to - in front of clients, managing the client relationship and providing comprehensive financial planning advice. Below are examples of how we provide support to our Advisors: • Marketing & Business Development - We generate the leads so that our Advisors don't have to invest their time on marketing efforts. This is done in various way, including our educational classes and client events, as well as, Your Money, Your Wealth® television, radio, and podcast shows. We have teams focused on marketing and business development to handle calls from numerous prospective clients - people that want to sit down with an experienced financial professional. We also set the appointments, so that the Advisor can spend the time meeting with prospective clients, gaining a better understanding of their needs and how we can help them meet their financial goals. • Financial Planning - Our extensive Financial Planning department is comprised of dedicated experienced financial professionals that partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client's life - We take a deep and PURE dive into planning. • Investment Management - Pure's trading department works with Advisors on managing the client's portfolio in a tax optimized way - daily rebalancing, tax loss harvesting, asset location, etc. • Operations and Client Services - We have client service teams to handle everything - they work with the custodians to ensure all transactions are taken care of and take the paperwork off the Advisor's "to-do" list! • Unparalleled Professional Development - Advisors receive constant training on new regulations, concepts, planning ideas etc. We are dedicated to providing growth and development to not only our Advisors, but all members of our team. Requirements: Pure's financial planners generally are required to be CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), Certified Public Accountants (CPA), Chartered Financial Analyst (CFA®), or to have at least five years of financial planning experience. Within one year of hire, we require that financial planners attain the Accredited Investment Fiduciary (AIF®) credential to show a commitment to the fiduciary standard.Ability to assess a prospective client's needs and their financial goals.A solid understanding of retirement planning, estate planning, tax planning, cash flow, investment and asset allocation strategies, and risk management.Effective with communication skills. Ability to deliver comprehensive financial plans to clients.Previous experience teaching classes or presenting is a plusAdditional Details: • Salaried position + Benefits • Starting base salary: $125,000; however, salary will move to a variable compensation structure (that exceeds the base salary) if/when certain milestones are achieved. • Salary may also be based on factors including, but not limited, to experience, licenses/certifications, industry knowledge, ability to bring clients subject to contractual release. Benefits package includes health (medical, dental, and vision insurance), FSA and/or HSA plans, group and voluntary life/accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy. Interested? We are looking for high quality individuals that can provide comprehensive retirement planning solutions and tax-optimized investment management strategies, that will adhere to fiduciary standards and act in the best interest of our clients.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.- The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.- This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.- Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.- Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.- Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications:- 5+ years of securities industry and sales experience.- Must have broad based knowledge of all securities products, options expertise preferred.- Required Securities license: Series 7, 66 (or 63/65)- Professional designation preferred (CFP)- Strong sales, communication, and group presentation skills.- Individual must be goal driven and self-motivated.- Some travel may be required.- Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with Salesforce Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreaterReasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Financial RepresentativeBEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL Financial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Planning ExperienceAsset & Income ProtectionEducation FundingInvestment & Advisory ServicesTrust ServicesRetirement SolutionsBusiness Needs AnalysisAs a business owner, you will spend your days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.As a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Career Offers You:Stipend for training and licensing to help you get startedAbility to positively impact someone's lifePersonalized mentoring, coaching and award winning training programsBacking by NM, an industry leader with a proven track record of successCompensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision insuranceLife Insurance and Disability Income InsuranceFamily Planning(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)1-4year| $92,597/yr - $152,711/yr5+yrs| $740,000-$1,686,307You could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceAbility to connect with people and networkFinancial planning is interesting to youEntrepreneurial ambitions who is committed to succeedingHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now!About UsFor over 160 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 Financial Representatives 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 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers#1 Amongst Life Insurers Most Admired Companies for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion3 (retail investment client assets held or managed)

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. ResponsibilitiesProvide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills