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
