Wealth Management Consultant

3 weeks ago

Braintree, United States Northwestern Mutual Full time

Job Summary:

We are seeking a skilled Wealth Management Consultant to join our team. The ideal candidate will provide financial guidance to clients, analyze financial data, and assist in making informed decisions to enhance their financial well-being.

Objectives of this role

  • Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
  • Conducting in-depth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement.
  • Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
  • Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
  • Helping the company meet its financial objectives through personalized financial planning.
  • Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks

  • Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
  • Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
  • Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
  • Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
  • Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.

Required skills and qualifications

  • BA bachelor's degree in finance, economics, business administration or a related field.
  • Excellent interpersonal skills and the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
  • Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
  • Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices

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