About this opportunity
Northwestern Mutual lists this Financial Consultant (All Professional Levels) opportunity in fairfield county, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Consultant (Representative) (All Professional Levels)
Northwestern Mutual
Stamford, CT – Westport, CT – Fairfield, CT Offices
Full-Time
Build a Meaningful Career. Grow a Thriving Practice. Make an Impact.
Northwestern Mutual is seeking both aspiring and experienced financial services professionals to join our growing Stamford, Westport, and Fairfield, CT offices.
Whether you are beginning your professional career, transitioning from another industry, or already have experience in financial services, this opportunity offers the support, training, and resources to help you build a successful practice while making a meaningful impact on the lives of your clients.
As a Financial Consultant (Representative), you will help individuals, families, and business owners develop personalized financial strategies that align with their goals and priorities. Through Northwestern Mutual's comprehensive planning approach, you will guide clients through important financial decisions surrounding wealth accumulation, retirement planning, investments, insurance, education funding, business planning, and estate considerations.
You'll have the opportunity to build long-term client relationships while growing a business backed by one of the most respected and financially strong companies in the industry. Northwestern Mutual provides extensive training, mentorship, licensing support, and access to planning and investment professionals to help advisors at every stage of their careers succeed.
What You'll Do
Build trusted relationships with individuals, families, and business owners
Develop personalized financial plans based on client goals and objectives
Help clients navigate investment, retirement, insurance, and wealth management decisions
Identify opportunities to grow and maintain a strong referral-based practice
Conduct financial reviews and ongoing planning conversations
Collaborate with Northwestern Mutual specialists to deliver holistic planning solutions
Provide exceptional service and guidance throughout the client relationship
Opportunities for Every Career Stage
Early or Transitioning Career Professionals:
For those entering the financial services industry, Northwestern Mutual provides a structured onboarding experience that includes:
Licensing sponsorship and support
Industry-leading training programs
Dedicated mentorship and coaching
Financial planning and wealth management education
Professional development designed to help you launch a successful advisory career
Previous financial services experience is not required. We value individuals who are driven, relationship-oriented, coachable, and eager to build a rewarding career.
Experienced Financial Services Professionals:
For professionals already working in financial services, insurance, banking, wealth management, business development, or related fields, this opportunity provides:
Access to Northwestern Mutual's comprehensive planning platform
Investment and wealth management resources
Advanced planning support and specialists
Leadership and career growth opportunities
The ability to grow and scale your practice with the backing of a Fortune 500 company
Experienced candidates with an existing client base, industry licenses, or financial planning experience are encouraged to apply.
Qualifications
Required
Strong interpersonal and relationship-building skills
Excellent communication and presentation abilities
Entrepreneurial mindset and desire to build a successful practice
Strong work ethic and goal-oriented mentality
Ability to work independently while collaborating with a team
Must reside in or be willing to work within the Fairfield County, CT region
Preferred
Bachelor's degree
1+ years of professional experience in sales, business development, consulting, client service, banking, finance, insurance, or wealth management
Existing industry licenses (Life & Health, Series 6, 7, 63, or 66)
Demonstrated success in client acquisition or relationship management
CFP®, ChFC®, CLU®, or other industry designations
What We Look For
Successful advisors often come from a variety of backgrounds, including:
Financial Services
Wealth Management
Banking
Insurance
Sales and Business Development
Consulting
Accounting
Education
Military Leadership
Entrepreneurship
Regardless of industry experience, we look for professionals who are motivated to build meaningful relationships, solve problems, and help others achieve financial security.
Compensation & Benefits
Compensation is designed to reward performance and business growth and may include:
Training stipends and onboarding support
Performance-based incentives
Production bonuses
Uncapped commission opportunities
Long-term recurring income potential
Benefits may include:
Medical, Dental, and Vision Coverage
Retirement and Financial Planning Resources
Professional Development Support
Flexible Scheduling
Leadership Development Opportunities
Why Northwestern Mutual
For more than 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive approach to financial planning and wealth management. Advisors benefit from award-winning training, professional development, mentorship, and the opportunity to build their own business while benefiting from the support of an established industry leader.
Office Locations: Stamford, CT – Westport, CT – Fairfield, CT
Applicants should be local to Fairfield County, CT, New Haven County, CT, Westchester County, NY, or seeking to move to the area imminently.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.