Company Description

At Northern Way Wealth Management, we believe everyone deserves to enjoy a secure and comfortable retirement by simplifying complex financial concepts and strategies. We help you create a confident roadmap to achieve your retirement goals so you can spend more time doing what you love. As your trusted guide, we offer investment advisory services through Brookstone Wealth Advisors, LLC and provide insurance products through individually licensed agents.

Role Description

This is a full-time on-site Client Experience Financial Planner role located in the Wausau-Stevens Point Area. The Client Experience Financial Planner will be responsible for personalized financial planning, retirement planning, and providing financial advice to clients on site.

Qualifications

Financial Planning and Personal Financial Planning skills
Certified Financial Planner (CFP) certification
Finance and Retirement Planning skills
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Ability to work in a team-oriented environment
Bachelor's degree in Finance, Business, or related field

Northern Way Wealth Management

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Client Experience Financial Planner