Walnut Creek - Northwestern Mutual

Financial Representatives engage with clients to understand their financial goals and develop comprehensive plans including insurance and retirement strategies. They are also responsible for building long-term relationships and expanding their client network through referrals and community involvement.

The role involves engaging with clients to develop comprehensive financial plans, including investments, insurance, and retirement strategies. Advisors are also responsible for building a client network and providing ongoing support to adjust financial strategies as client needs evolve.