Client Advisor — Financial Planning and Insurance

Job overview

The Client Advisor — Financial Planning and Insurance role is onsite in Chicago, IL. The stated salary is $70,000–$95,000 per year. The role is with Northwestern Mutual’s Chicagoland district office and focuses on helping individuals and families plan for financial protection and long-term security. The advisor learns about clients’ financial needs and provides personalized guidance and strategies for protection and planning. The role also maintains and updates client plans, builds relationships through referrals and community involvement, and supports clients’ financial objectives over time.

What you'll do

• Understand clients’ comprehensive financial needs
• provide personalized financial protection and planning guidance
• design and implement strategies to safeguard assets and income
• review and update financial plans and insurance policies
• build a client network through referrals, community involvement, and professional associations
• obtain required state insurance licenses.

What we're looking for

Skills & competencies

client advisor

financial planning

insurance

chicago il

$70k–$95k annual

client relationships

financial protection

financial goals

community involvement

training and development

licensing sponsorship considered

performance-based incentives

flexible schedule

health insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting lists retirement benefits, performance bonuses, dental and health insurance, flexible scheduling, advancement opportunities, training and development, vision insurance, and support from a planning team and mentors.

Why this role

The posting says prior experience is beneficial but not mandatory, and training and licensing sponsorship may be provided. Compensation includes performance-based incentives and is described as having unlimited earning potential.

About the employer

Northwestern Mutual - Chicagoland is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.