Associate Wealth Management Advisor - Phoenix, United States - Northwestern Mutual

Northwestern Mutual

Verified Company

Phoenix, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

LOCATION
2201 E Camelback Road, Suite 400, Phoenix, AZ 85016

HOURS
40 hours a week, 7:00AM-11:00AM, 1 hour lunch, 12:00PM-4:00PM. In office, no remote work.

Projected start date:
June 3, 2024

JOB DESCRIPTION

The Associate Wealth Management Advisor specializes in client service to execute efficient processing of investment paperwork, servicing existing clients' accounts, and assisting with limited planning to allow the Financial Advisor to focus energy on building client relationships.

No sales duties required, but you will talk with clients regularly to gather information and answer questions.

COMPENSATION/BENEFITS
-
$50,000/yr salary, then
$55,000/yr salary after passing Series 7 & Series 66 Exams

Annual reviews for inflation/performance raises
6 hours of Paid Time Off earned per month (equals 9 full PTO days a year)
New Year's Day, 4th of July, Thanksgiving Day, Christmas Day automatically days off
6 months after start date, access to SIMPLE IRA with 1:1 matching up to 3%
Employersponsored health insurance beginning January 1, 2025

Qualifications

Reliable, trainable, fast learner and strong attention to detail
Excellent oral and written communication skills
Organizational and time management skills and ability to multitask
Ability to work in a fastpaced environment, independently and on a team
Ability to maintain confidentiality, must pass background check and fingerprints
College education not needed, experience not needed, no age preference

CONTACT

Pay:
$50,000.00 per year

Benefits: