Wealth Management Advisor
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Wealth Management Advisor" Italy-America Chamber of Commerce.Accounting & Finance
United States
Posted on Jul 2, 2024
The ideal candidate will deliver personalized investment solutions to help clients work toward their financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- Strong understanding of the investment business
- Excellent interpersonal skills
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Wealth Management Advisor" Italy-America Chamber of Commerce.