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Associate Wealth Management Advisor

Company: Northwestern Mutual
Location: Chicago
Posted on: April 10, 2021

Job Description:

A mature, fast-paced, comprehensive Northwestern Mutual financial planning and wealth management firm recognized by Forbes and Barron's as one of the top wealth advisors in the country, is seeking to add another valuable team member.
We have a long-standing history of doing what is right for our clients, and this involves expanding our team to ensure the highest standards of quality, professionalism and integrity. As a key member of a high-end financial planning firm, you will:-- Serve as our firm's primary point of contact to clients.-- Serve as an integral part of the relationship team for firm clients working with and under supervision of the advisors.-- Be intricately involved in the operation of a client's financial plan . -- Focus on ongoing client engagement including regular client contact, follow through and follow up on team commitments to clients, client communications, and assisting with new client on-boarding processes.-- Concentrate on ongoing client service regarding investments ] -- Organize and manage client information and paperwork.-- Play an essential role in the workflow of the office. Required Qualifications

  • BA/BS Degree from 4-year college
  • Life and Health Insurance licensing
  • FINRA Series 7 and 63 registrations
  • Excellent verbal and written communication skills
  • Strong math and problem-solving skills
  • Client orientation
  • Stellar listening skills
  • Proficient with Windows, MS Excel and MS Word
    The ideal person for this job is:-- Energetic and positive-- A team player-- Self-aware-- Trustworthy-- Committed to both personal and professional growth-- Self-motivated Additionally, they would:-- Show a high attention to detail-- Love learning-- Exhibit clear communication skills-- Possess the ability to build strong relationships-- Set and model high performance standards for client service and firm service-- Understand and seek to close gaps in knowledge/ask for help when necessary-- Demonstrate the ability to solve problems and seek appropriate support in solving problems-- Commit to growing and increasing his/her level of knowledge related to wealth management.


Keywords: Northwestern Mutual, Chicago , Associate Wealth Management Advisor, Executive , Chicago, Illinois

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