Client Advisor with Athletic Background
$70,000–$95,000 year
Remote · United States or Williamsville, New York, United States
Job Summary
Client Advisor with Athletic Background at Northwestern Mutual in Buffalo District seeks athletes to leverage teamwork, discipline, and competitive drive to help clients achieve financial objectives. Primary responsibilities include engaging with clients to understand comprehensive financial needs, designing and implementing tailored strategies to safeguard assets and income, regularly reviewing and updating financial plans, and cultivating a robust client network through referrals and community involvement. Benefits include retirement plans, health/dental/vision insurance, training and advancement opportunities, flexible scheduling, and sponsorship for professional licenses. The role emphasizes teamwork, client relationships, and a community-focused approach to financial planning.
Required Qualifications
- Bachelor's degree in finance, business, or a related discipline
- State insurance licenses with training provided and sponsorship considered
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