5 Jobs in Providence, RI
Northwestern Mutual is Hiring a Financial Representative Near Providence, RI
Overview: We are seeking a highly motivated and detail-oriented Financial Representative to join our team. As a Financial Representative, you will be responsible for providing financial advice and guidance to clients, helping them achieve their financial goals. This is an excellent opportunity for individuals with a strong background in finance and a passion for helping others. Responsibilities: - Provide comprehensive financial planning services to clients, including retirement planning, investment strategies, and estate planning - Conduct thorough financial analysis and research to develop personalized financial plans - Assist clients in understanding complex financial concepts and strategies - Build and maintain strong client relationships through regular communication and meetings - Collaborate with other professionals, such as attorneys and accountants, to develop comprehensive financial solutions - Stay up-to-date on industry trends, regulations, and best practices - Utilize customer relationship management (CRM) software to track client interactions and manage appointments Experience: - Bachelor's degree in finance, accounting, or a related field - Proven experience in financial sales or corporate accounting - Strong knowledge of wealth management principles and practices - Familiarity with financial concepts such as cash management, investment strategies, and risk management - Proficient in conducting financial research and analysis - Excellent communication skills, both verbal and written - Strong attention to detail and analytical thinking - Ability to build rapport with clients and establish trust - Proficient in using mathematical calculations for financial planning We offer competitive compensation packages and opportunities for career advancement within our organization. If you are a dedicated professional with a passion for finance and helping others achieve their financial goals, we encourage you to apply.
Job Type: Full-time
Pay: $73,444.00 - $80,162.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Employee stock purchase plan
- Profit sharing
- Signing bonus
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- In the field
- Office
Ability to Relocate:
- Providence, RI 02908: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$138k-160k (estimate)
04/12/2023
08/20/2024
elmaninsurance.com
San Jose, CA
<25
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The job skills required for Financial Representative include Planning, Leadership, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.
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