Northwestern Mutual - Greater Springfield

The Financial Planner will engage with clients to understand their financial goals and develop comprehensive plans including investments, insurance, and retirement strategies. They are also responsible for building long-term client relationships and monitoring financial plans to adjust for changing circumstances.

The Insurance Agent will engage with clients to understand their financial goals and develop comprehensive financial plans including investments and insurance. They are also responsible for building long-term client relationships and providing ongoing support to adjust strategies as circumstances change.