Northwestern Mutual is a leader in financial planning, providing tailored, long-term solutions to help individuals pursue financial clarity and security. With over $265 billion in assets under management and $125 billion in client assets in wealth management, our services include life, disability income, and long-term care insurance, annuities, investments, and retirement planning. Serving over 4.5 million people, our commitment extends to fostering diversity and supporting a nationwide field force alongside corporate offices in Milwaukee and New York. Join our dedicated team and contribute to shaping the future of financial security in an inclusive and supportive environment.
Role Description The Financial Representative is a full-time on-site role located in North Miami Beach, FL. Responsibilities include building and maintaining long-term client relationships, providing tailored financial plans, and assisting clients in achieving their financial goals. This position involves conducting financial needs assessments, offering guidance on investments, insurance, and retirement planning, and staying informed on market trends and financial strategies. The Financial Representative will work closely with clients to deliver personalized solutions for their financial security.
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Role Description The Financial Representative is a full-time on-site role located in North Miami Beach, FL. Responsibilities include building and maintaining long-term client relationships, providing tailored financial plans, and assisting clients in achieving their financial goals. This position involves conducting financial needs assessments, offering guidance on investments, insurance, and retirement planning, and staying informed on market trends and financial strategies. The Financial Representative will work closely with clients to deliver personalized solutions for their financial security.
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