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Client Relations Specialist
2 months ago
Salary: $60,000 to $95,000
Northwestern Mutual's Financial Planning Team is seeking a motivated and sales-oriented professional to enhance the protection and investment sectors of our operations. The ideal candidate will possess a background in client-facing roles or have experience in financial planning support functions.
About the Team
Meet Joy Dow, a Certified Financial PlannerTM with over 8 years of experience at Northwestern Mutual. Joy has consistently ranked among the top financial advisors nationally and is recognized as a leading female advisor in the industry. With a commitment to serving over 450 clients nationwide, Joy and her team manage significant assets and are dedicated to providing exceptional service through continuous learning and effective communication.
Key Responsibilities:
- Address inquiries related to client investment accounts and financial strategies.
- Attend and document notes for multiple client meetings alongside the Financial Advisor.
- Act as a communication bridge between the advisor and clients for all planning and investment discussions.
- Prepare case-related illustrations, analyses, and documentation.
- Facilitate investment transactions.
- Assist in organizing client and prospect events.
- Ensure compliance with NMIS regulations.
- Engage with clients to develop advisory plans and provide detailed explanations of investment strategies.
- Process proposal modifications in Envestnet.
- Manage client withdrawals and communicate necessary instructions to the home office.
- Discuss tax implications, costs, and advisory fees with clients.
- Maintain a daily tracking system for account follow-ups and service obligations.
- Perform cashiering duties and generate performance reports using Envestnet and Morningstar.
- Administer advisory accounts in accordance with program guidelines.
- Correspond with clients to resolve advisory-related service issues.
Qualifications:
- Bachelor's degree is mandatory.
- A minimum of 2 years of experience in financial planning.
- Proficiency in financial planning software is essential.
- Comfortable and confident in phone communications with clients and prospects.
- Detail-oriented with strong organizational skills and the ability to manage tasks efficiently.
- Excellent writing skills and a positive, team-oriented attitude.
Licenses and Certifications:
- Series 6 or 7, and 63 licenses are required upon hire.
- Opportunities for designations such as ChFC, CLU, CFP, etc., available with tenure.
Compensation and Benefits:
- Annual salary range: $60,000 - $95,000; bonuses based on experience.
- Comprehensive medical, dental, and vision coverage.
- Life and disability insurance.
- 401(k) plan.
- Hybrid work schedule available after 6 months of employment.
- Generous paid time off policy.
- Unlimited bonus potential for client referrals.
Equal Opportunity Employer
Northwestern Mutual values the contributions of every individual and is committed to diversity and inclusion in the workplace. We do not tolerate discrimination or harassment based on any protected characteristic.
