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Associate Wealth Management Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Wellesley, MA, USA
Posted on Saturday, June 1, 2024

Top rated Insurance and Investment Company looking for a smart, sales driven planner to join their team and help grow the business. This individual will prospect and schedule appointments, meet with clients, create financial plans and designs for insurance and investments. Candidates who have a big desire for success and growth should apply. Great potential for growth. Potential candidate must have the following qualifications: knowledge and experience in insurance and investment case design; prospecting and/or sales experience; desire to learn sales and grow; excellent people skills; likes working with numbers; ability to complete tasks quickly without sacrificing quality and accuracy; positive attitude; take charge, organized and detailed individual.

Others describe you as: One who finishes what you start; extremely strong work ethic; critical, key player; gets things done; a "go getter"; energetic; extremely detailed; completely focused on a job done right the FIRST time; dependable; loyal; very seldom, if ever, out sick; always on time or early; a passionate leader; competitive by nature; wants to be compensated for team results generated; wants to be part of a team that makes things happen and takes ownership - goal oriented; impeccable follow-through; works well in a fast paced environment and ability to prioritize tasks.

Requirements: Insurance and investment licensed with experience in financial planning. CFP or CFA preferred. Fluency of Microsoft Office programs, high level of organization, ability to complete tasks quickly without sacrificing quality and accuracy, positive attitude, optimal balance of assertiveness and a "team-player" attitude. As a member of a Financial Planning and Wealth Preservation practice, you will have the opportunity to work with high-net-worth individuals on estate, retirement planning and business succession and to assist with life, long-term disability and long-term care insurance planning and implementation. Prepare for all client meetings using proprietary software to create needs and planning analysis.

Experience required: MUST have Life and Health License; Series 6, 63 and 7. College degree; prefer someone with CFP and/or advanced financial background.