Associate Wealth Management Advisor

5 days ago

jackson, United States Northwestern Mutual Full time

Support

·        Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork

·        Maintaining financial representative’s calendar, scheduling and attending follow-up appointments

·        Responding to home office account inquiries

·        Maintaining annual review notes in Envestnet and mailing annual review letters to clients

·        Monitoring and stocking marketing materials for Signature advisory programs

·        Monitoring industry trends and research

·        Ensuring NMIS and NMWMC compliance requirements are implemented and followed


Proposal and Case Preparation

·        Prospecting on behalf of the employing WMA for new advisory clients

·        Gathering information for WMA meetings with client/prospect

·        Preparing advisory annual review information

·        Preparing and modifying PXs and investment/advisory proposals

·        Preparing letter of instruction for client signature

·        Preparing investment policy statement, needs-based analysis or financial plan

·        Recommending fund portfolio options



Processing Accounts

·        Preparing and processing all paperwork needed for investment/advisory accounts

·        Monitoring, processing and following up on asset transfers and on initial and subsequent funding of advisory accounts

·        Implementing initial and subsequent asset allocation trades

·        Identifying need for switch letter and mailing appropriate forms to clients

·        Discussing potential rollover opportunities from other retirement plans for variable and mutual funds

·        Processing proposal amendments, monitoring alerts and annual reviews in Envestnet

·        Executing buy or sell orders and rebalancing orders in Envestnet and maintaining asset allocation

·        Following up on trade rejects and resolving all trade-related issues

·        Monitoring holdings for program eligibility and administering advisory accounts



Advisory Client Meetings

·        Meeting with advisory clients for fact finding and conducting existing advisory client reviews

·        Completing risk tolerance (personal profile) questionnaire with client

·        Making security recommendations and modifying asset allocations for existing advisory client accounts

·        Participating in client meetings for financial or investment plan development or presentation



Client Service

·        Corresponding with clients to handle advisory related service issues

·        Contacting clients on behalf of the WMA for developing advisory plan and providing technical explanations of investment plan

·        Explaining advisory products or advisory performance to existing clients

·        Providing services and administering advisory products

·        Accepting redemptions/withdrawals from clients and communicating instructions to home office

·        Discussing tax consequences, costs and advisory fees

·        Maintaining daily tickler system for account follow-ups and service requirements

·        Performing cashiering functions

·        Running performance reports in Envestnet, Morningstar and NMCIR


Qualifications

·        Associate Financial Representative contract required

·        Series 7 

·        The following insurance designations are desired: CLU, ChFC, CLTC or CFP

·        Completion of home office Signature advisory training

·        Five years in securities industry with experience in advisory required

·        Trading experience, ability to process personal securities transactions

·        Familiarity with Microsoft applications and data entry and information retrieval software

·        Excellent oral and written communication skills

·        Strong critical thinking, financial analysis and problem-solving skills required

·        Ability to manage multiple diverse projects and assignments in a timely and quality manner

·        Strong attention to detail with the ability to work with a high degree of accuracy

·        Demonstrated ability to maintain effective working relationships with clients

·        Ability to look beyond the obvious and not stop at the first answers

·        Willingness to learn

·        Ability to embrace change and work in a fast-paced environment

·        Able to work both independently and in a team

·        Ability to maintain confidentiality

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