Para Planner/Associate Wealth Manager

4 weeks ago


Chicago, United States Northwestern Mutual - Greater Chicago Full time
Job DescriptionJob Description

Our firm is looking to hire talented and dedicated team members who are highly knowledgeable in their field. Our mission is to lead our clients to be outstanding stewards of their finances, enriching their lives, and strengthening their causes.  We are seeking an experienced advisor to join our team.

Responsibilities to include:

Manage relationships with clients, earning their trust

Manage clients’ investment portfolios ensuring alignment with client objectives

Develop, recommend, and direct execution of investment strategies for clients

Prepare and present periodic client reviews

Opportunity to develop new clients for your own segmented practice

Assist with new business presentations and client on-boarding

Mentor members of the team

Maintain compliance with all company policies and regulatory practices at the highest standards

Engage with and advise a sophisticated, successful client base; maintain regular contact with clients with a thorough understanding of their individual investment objectives and our financial planning philosophy

Collaborate with external client advisors (i.e., attorneys, accountants)

Assist with research in support of the firm’s investment strategies

Identify areas to improve efficiency throughout our processes

Qualifications:

CFA  or CFP designation desirable

5+ years experience as a wealth manager/investment management experience

Well grounded in all financial aspects:  retirement planning, investments, estate planning

Excellent communication skills with the ability to explain advanced complex ideas in a format comprehensible to a sophisticated clientele

Strong organizational and time-management skills with the ability to work effectively in a high paced environment

Collaborative team player



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