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    Para Planner/Associate Wealth Manager - Chicago, United States - Northwestern Mutual - Greater Chicago

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    Description

    Job Description

    Job Description

    Our firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes. We are seeking an experienced advisor to join our team.

    Responsibilities to include:

    Manage relationships with clients, earning their trust

    Manage clients' investment portfolios ensuring alignment with client objectives

    Develop, recommend, and direct execution of investment strategies for clients

    Prepare and present periodic client reviews

    Opportunity to develop new clients for your own segmented practice

    Assist with new business presentations and client on-boarding

    Mentor members of the team

    Maintain compliance with all company policies and regulatory practices at the highest standards

    Engage with and advise a sophisticated, successful client base; maintain regular contact with clients with a thorough understanding of their individual investment objectives and our financial planning philosophy

    Collaborate with external client advisors (i.e., attorneys, accountants)

    Assist with research in support of the firm's investment strategies

    Identify areas to improve efficiency throughout our processes

    Qualifications:

    CFA or CFP designation desirable

    5+ years experience as a wealth manager/investment management experience

    Well grounded in all financial aspects: retirement planning, investments, estate planning

    Excellent communication skills with the ability to explain advanced complex ideas in a format comprehensible to a sophisticated clientele

    Strong organizational and time-management skills with the ability to work effectively in a high paced environment

    Collaborative team player



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