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Wealth Management Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
United States
Posted on Tuesday, July 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