Hildana Haddis
Northwestern Mutual Financial Representative | Finance | Accounting
- Role
- Financial Representative at Northwestern Mutual
- Location
- Des Plaines, IL, US
- LinkedIn followers
- 500 followers
About Hildana Haddis
As a fiduciary to my clients, I follow a disciplined and comprehensive approach to building financial security and achieving financial goals. At Northwestern Mutual, I build long-term relationships with my clients through thoughtful, structured financial planning that encompasses all aspects of building wealth!
Experience
Financial Representative
Nov 2025 — Present · Vernon Hills, IL, US
Conduct comprehensive financial needs assessments, evaluating clients’ income, assets, risk tolerance, and long-term life goals to recommend tailored strategies-Develop and nurture client relationships through proactive outreach, referral networking, and consultative conversations-Educate clients on investment principles, risk management strategies, retirement planning, and wealth accumulation concepts-Collaborate with senior advisors on 23 client cases involving portfolio discussions, asset allocation considerations, and multi-generational planning strategies-Navigate complex financial scenarios by prioritizing client objectives while adhering to regulatory and compliance standards-Maintain accurate client documentation and follow regulatory guidelines in alignment with industry requirements-Manage multiple client conversations simultaneously while maintaining high service standards and timely follow-up.
Education
Augustana College
Bachelor of Arts - BA, Accounting
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