Wealth Management Professional

2 months ago

Braintree, United States Northwestern Mutual Full time

Responsibilities:

  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicates solutions to clients that are best suited for their financial needs.
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds


We’ll help you:

  • Get training and one-on-one mentorship from managers who are invested in your success.
  • Build connections to grow your network and business.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.


What we offer:

  • Highly competitive commission structure designed to grow with you
  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing
  • Flexible in-office schedules once you complete training
  • Progressive advancement opportunities
  • Retirement savings program and more


Requirements

  • Bachelor's degree in Finance, Business, or a related field.
  • Strong sales or communication skills.
  • Excellent interpersonal skills.
  • Proven ability to build and maintain client relationships.
  • Detail-oriented with strong analytical and problem-solving skills.

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