Associate supporting real estate finance and infrastructure finance transactions at Clyde & Co. Engaging in a variety of financings, managing documentation and client relations.
About the role
- Sales Support Investment Consultant at Northwestern Mutual, guiding advisors through financial planning and products. Delivering training and strategic advice to enhance practice management and advisor engagement.
Responsibilities
- Drive advisor engagement by delivering investment product education and training
- Provide strategic advice to financial representatives on taxes, retirement planning, investments, and educational planning
- Conduct thorough analysis of prospect statements and competitors’ products
- Confidently consult with the field on complex topics and scenarios
- Deliver impactful training on a full breadth of products
- Work across departments to align with our mission and goals
- Stay current on product enhancements and financial planning best practices
Requirements
- Bachelor's degree in business, finance, marketing, or related field desired
- Minimum of 6 years' experience in a financial services environment
- FINRA Series 7 required; CFP is a plus
- Excellent abilities in consulting, presenting and educating on complex insurance products and planning concepts
- Strong understanding of relevant regulatory policies
- Strong working knowledge of current trends within the retail investment industry
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Professional development
- Flexible work arrangements
- Performance bonuses
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