Retirement Account Management

4 weeks ago


Frederick, United States Northwestern Mutual Wealth Management Company Full time
Job DescriptionJob Description

Join our team at Northwestern Mutual Wealth Management Company in Frederick, MD as a Retirement Account Manager. In this role, you will be responsible for creating personalized investment and financial strategies for our clients.

Having your own book of business is highly recommended.

Along with a competitive salary and comprehensive benefits package, you will have the opportunity to make a positive impact on our clients' lives. Your duties will include delivering excellent customer service, developing financial plans, and upholding the highest ethical standards. It is crucial to stay updated on regulatory and legal changes to ensure our clients receive top-notch services. Join us and play a vital role in helping our clients achieve their retirement goals

Compensation:

$35,000 yearly + Commission

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.
About 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
  • Comprehensive medical coverage
  • 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™.



  • Frederick, United States Northwestern Mutual Wealth Management Company Full time

    DescriptionJoin our team at Northwestern Mutual Wealth Management Company in Frederick, MD as a Retirement Account Manager. In this role, you will be responsible for creating personalized investment and financial strategies for our clients.Having your own book of business is highly recommended.Along with a competitive salary and comprehensive benefits...

  • Accounting Manager

    3 weeks ago


    Frederick, United States Andrews & Cole, LLC Full time

    We are looking for an Accounting Manager to join our Building Products Accounting Team, which supports our growing Manufacturing, Architectural Services, and Procurement operations, which includes ten (10) manufacturing plants. This position is located in Frederick, Maryland . As an Accounting Manager , you are responsible for supporting the Products...


  • Frederick, United States Homewood Retirement Centers Full time

    Join us at **Homewood Retirement Centers** in Fredrick, MD, and embark on a fulfilling journey as a **full-time Long-term Care Unit Coordinator**. If you're passionate about senior care and eager to lead a team dedicated to enriching the lives of our residents, then this opportunity is perfect for you. At Homewood Retirement Centers, we value your...


  • Frederick, United States Coronis Health Full time

    Job Description Job Description Position Title: Senior Staff Accountant Reports to: Assistant Controller FLSA Status : Exempt * Starting pay varies based on location and experience, in compliance with specific state wage regulations. Competitive rates tailored to your geography and expertise. This position joins a dynamic Corporate Finance team supporting a...

  • Accounting Manager

    1 week ago


    Frederick, United States Sheppard Pratt Full time

    General Summary : Under general direction, is responsible, individually and through indirect subordinate supervision, for the management and coordination of multiple financial, accounting, and coordinative Finance Office functions related to federal, state, and private foundation grants entitled to Sheppard Pratt Foundation and related...


  • Frederick, United States Realty Management Services Inc Full time

    Job DescriptionJob DescriptionPurpose: The Assistant Property Manager assists and supports the Property Manager with the implementation of the designated budget and management plan to accomplish the following goals: control of all accounts receivable/payable, maintenance of a clean, well-maintained community, and accurate and prompt completion of...

  • Accountant

    3 days ago


    Frederick, United States WLR Automotive Group Inc Full time

    Job DescriptionJob DescriptionWLR is seeking a meticulous and detail-oriented person to join our team as an Accountant. This position will oversee the daily audit of sales transactions across our network of 30+ locations. This role will involve scrutinizing both cash and credit card transactions to ensure accuracy and compliance with company policies and...

  • Accountant

    21 hours ago


    Frederick, United States WLR Automotive Group Inc Full time

    Job DescriptionJob DescriptionWLR is seeking a meticulous and detail-oriented person to join our team as an Accountant. This position will oversee the daily audit of sales transactions across our network of 30+ locations. This role will involve scrutinizing both cash and credit card transactions to ensure accuracy and compliance with company policies and...

  • Accountant II

    3 days ago


    Frederick, United States Welocalize Full time

    If you have a Candidate Login already, but have forgotten your password please use the steps to reset your password. If you have forgotten your email login, please contact servicedesk@welocalize.com subject Workday Candidate Login When creating your Workday account and entering personal information like name, address, please do not use ALL CAPS. Thank you!...


  • Frederick, United States Liberty Personnel Services, Inc. Full time

    A client is seeking an Outside Territory Sales Manager executive. Ideally seeking candidates that have sold lubricants to automotive and industrial/manufacturing accounts. Great benefits / perks / base + commission. Position is due to growth. To be considered please send a resume to Gavin@libertyjobs.com You can expect a quick response once I receive your...


  • Frederick, United States Ourisman Audi Volvo Lincoln of Frederick Full time

    Job DescriptionJob DescriptionJob Title:               Accounts Payable  SUMMARY:Obtains financial data for use in maintaining accounting records by performing the following duties. ESSENTIAL DUTIES:   Compiles and sorts documents, such as invoices and checks, substantiating business transactions.Verifies and posts details of business...


  • Frederick, United States Frederick Health Full time

    Job Summary The Director of Accounting reports to the Assistant Vice President of Finance and serves as an integral part of the finance leadership team. The Director of Accounting is responsible for managing all general accounting functions; including preparation of monthly, quarterly and annual financial statements; payroll, accounts payable, IRS reporting...


  • Frederick, United States Moody & Associates, Inc. Full time

    Job DescriptionJob DescriptionMoody Insurance Worldwide is an independent insurance agency seeking individuals to join our friendly, team-oriented commercial lines insurance division. We are a remote work organization based out of Maryland. Qualified applicants will have a current P&C license and a minimum of 2 years of Commercial Lines Account Management...

  • Project Accountant

    11 hours ago


    Frederick, United States Canam Full time

    Job DescriptionJob DescriptionCompany DescriptionSince 1960, Canam has been an employer with a strong, unifying and family culture, rallying its 3,500 employees. With offices in Canada, the United States, Romania, India and the Philippines, our company continues to grow thanks to the innovation and know-how of everyone involved. Moreover, to build structures...

  • Senior Accountant

    4 days ago


    Frederick, United States Martin Marietta Full time

    Description A member of the S&P 500 Index, Martin Marietta is an American-based company and a leading supplier of heavy building materials - including aggregates, cement, ready-mixed concrete and asphalt. Through a network of operations spanning 28 states, Canada and the Bahamas, dedicated Martin Marietta teams supply the foundational resources upon which...


  • Frederick, United States O'Connor Plumbing Full time

    Job DescriptionJob DescriptionSalary: $22O'Connor Plumbing is a leading plumbing services provider in the DC-Metro area, committed to delivering high-quality and reliable solutions to our clients. With a rich history spanning over two decades, we take pride in our skilled team and unwavering commitment to customer satisfaction. As we continue to grow, we...

  • Accounts Payable

    3 weeks ago


    Frederick, United States VAIR CORPORATION Full time

    $26.50 per hour. We need you to have BOTH A/P & A/R experience as well as associated accounting functions and start ASAP.Responsibilities:You would be paying and reconciling credit card accounts and Bank Checking Accounts.You will also be scan sending AR check payments to the bank daily.You will use QUICKEN check registers to enter both deposits and payments...

  • Project Accountant

    2 weeks ago


    Frederick, Maryland, United States Canam Full time

    Job Description Canam is seeking a Project Accountant to join its Finance Team in Frederick, MD. The person will be responsible for the project accounting module, revenue recognition transactions, the GL impacts of project transactions, and the maintenance of project master files. The role includes project forecasting, billing validation, managing project...


  • Frederick, United States TAMKO Building Products Full time

    Summary of Essential Functions: To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Additional duties may also be assigned. Direct and manage significant Plant Systems...


  • Frederick, United States Midas of Hagerstown Full time

    Job DescriptionJob DescriptionAt Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and/or years of automotive repair experience.The Midas Assistant Manager is responsible for supporting the Customer Service/Service writer(s)...