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

Description

Job Description


Job Description Salary:

Recognized by Forbes magazine as a Top Best-in-State Financial Security Professional, our financial practice's mission is to build long-term client relationships that inspire confidence, optimism, and happiness by guiding individuals and businesses to achieve total clarity around their financial lives.

We do this by living out our core values every day.
Get the job done
Do it right
Execute with Speed
Work with Conviction, Energy and Enthusiasm
White glove treatment.

Our team is growing and looking to add an

Associate Wealth Management Advisor

in our downtown Minneapolis office located at 225 South 6th Street, Suite # 4500 Minneapolis, MN

This position will entail investment operations, relationship management, investment research, and financial planning support.


Responsibilities:
Prepare comprehensive financial plans and investment recommendations.
Develop product solutions.
Prepare investment account paperwork & process account transactions.
Maintain client contact during the financial planning process.
Ability to lead & grow the Advisor's practice.


Qualifications:
Licensed with Series 7, Series 66/63 and MN Life & Health insurance.
5 years' experience in financial services industry
High computer literacy
Knowledge of Morningstar, NetX, Naviplan, CRM, Excel & Word.
Positive attitude and willingness to learn & grow.
Organized and enjoys problem solving.
Detail oriented while multitasking - maintaining accuracy in a fast-paced environment.
Excellent communication skills and follow through capacity.
Desire to serve clients with kindness and professionalism.


Benefits:
Life, Health, Dental
Retirement Benefits & profit share
Parking
Paid time off

#J-18808-Ljbffr