Funk Group of Northwestern Mutual·Full Time·3 hours ago
United States$70000 - $110K per year0-2 yrs expFinance
The Financial Representative will engage with clients to understand their financial goals and develop comprehensive financial plans including investments and insurance. They are responsible for building long-term client relationships and providing ongoing support to adjust strategies as needed.
Funk Group of Northwestern Mutual·Full Time·3 hours ago
United States$68000 - $112K per year0-2 yrs expOthers
The Client Advisor will engage with clients to understand their financial needs and provide personalized guidance for long-term security. They are also responsible for designing tailored financial strategies and cultivating a robust network of clients through referrals and community involvement.