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Client Advisor

Northwestern Mutual - Puget Sound · Bellevue, WA · Financial planning and insurance advisory

Compensation

$78k – $109k /yr

Employment type

Full-time

Work setting

On-site

Location

Bellevue, WA

Schedule

Day shift

Posted

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Job overview

The Client Advisor role is onsite in Bellevue, WA, with offices also listed in Seattle and Tacoma. Compensation is listed as $78,000–$109,000 per year. Northwestern Mutual provides financial planning and insurance services, with a client-first planning approach. The advisor educates clients about financial planning and insurance options, builds lasting relationships, and works with a local team. The role helps clients make informed decisions and pursue their financial objectives.

What you'll do

  • Educate clients on financial planning and insurance options
  • provide customer service and build lasting relationships
  • collaborate with the local team
  • obtain required licenses with support from Northwestern Mutual.

What we're looking for

Skills & competencies
client advisor
financial advisor
bellevue wa
seattle wa
tacoma wa
northwestern mutual puget sound
financial planning
insurance options
client relationships
bachelor’s degree
licensing support
performance-based compensation
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Retirement plan, bonus based on performance, dental, health and vision insurance, training and development, and advancement opportunities.

Why this role

The posting describes performance-based compensation with uncapped earning potential and provides examples of earnings by career year. A bachelor’s degree is listed as a requirement.

About the employer

Northwestern Mutual - Puget Sound is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.

Additional details

Industry sector
52
Industry
Direct Life Insurance Carriers
Occupation code
13-2052.00
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