Retirement Account Management

3 weeks ago


Frederick, United States Bighornlaw Full time
Posted 2 months ago Description Join our team at Northwestern Mutual Wealth Management Company in Frederick, MD as a Retirement Account Manager. As a key member of our team, you will focus on crafting tailored investment and financial strategies for clients. The ability to cultivate your own client base is strongly encouraged. Enjoy a competitive salary, comprehensive benefits, and the chance to truly make a difference in the lives of our clients. Your responsibilities will involve providing exceptional client care, formulating financial blueprints, and upholding the utmost ethical practices. Remaining well-informed about regulatory and legal revisions is essential to ensure our clients receive unparalleled service. Come aboard and play a crucial role in aiding our clients in reaching their retirement aspirations Responsibilities Create personalized financial plans to help clients reach their retirement objectives Monitor investments and strategies regularly to guarantee successful retirement outcomes Provide guidance and support to customers throughout the retirement process Collaborate with legal counsel and other professionals to verify the accuracy of estate, tax, and other financial documents Qualifications Applicant must have a book of business Applicants are required to have a minimum of two years of experience in sales and customer service to be considered for this role A deep understanding of financial products and services, including variable annuities, mutual funds, life insurance, and retirement plans, is essential for this position Strong communication skills are a must-have, along with the ability to build and maintain strong relationships with clients Applicants should also hold US Work Authorization, Series 7 license, and Series 6 license to be eligible for this opportunity Compensation $35,000 yearly commission About Northwestern Mutual Wealth Management Company Benefits: While you help your clients achieve financial security, Northwestern Mutual will also help you. Top-ranked training program (as recognized by Training magazine, 2015) Exceptional income potential Two company-funded retirement plans (pension plan and 401(k) plan) Sponsorship of licensing and designations Personalized Mentorship from top-performing advisors Group life and disability income insurance Apply today and choose a career that lets you Live Life Differently. J-18808-Ljbffr

by Jobble



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