Client Advisor, Financial Planning

Job overview

The Client Advisor, Financial Planning role is onsite in Jamison, PA, with a stated salary range of $70,000–$95,000 per year. Northwestern Mutual’s Bucks County office supports clients with financial planning and insurance strategies intended to help individuals and families secure their financial futures. The advisor learns clients’ financial needs, develops personalized protection and planning strategies, reviews plans and policies as circumstances change, and builds a client network through referrals and community involvement.

What you'll do

• Engage clients to understand comprehensive financial needs
• provide personalized guidance
• design and implement strategies to protect assets, income, and financial well-being
• review and update financial plans and insurance policies
• develop 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

jamison pa

northwestern mutual

full-time

$70,000–$95,000/year

client relationships

insurance strategies

financial protection

training and development

flexible schedule

licensing sponsorship considered

Work arrangement

• Weekend coverage required

Benefits & perks

• Retirement
• performance bonuses
• dental, health, and vision insurance
• flexible schedule
• advancement
• training and development
• planning-team support and mentorship.

Why this role

Training and licensing sponsorship are offered or considered; the posting describes a flexible schedule and uncapped earning potential.

About the employer

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