Private Wealth Analyst
4 days ago
DJM Financial | Northwestern Mutual Private Client Group is seeking a highly skilled Private Wealth Analyst to join our team. As a Private Wealth Analyst, you will play a critical role in managing client relationships, formulating financial plans, and implementing investment strategies.
Key Responsibilities:- Co-manage a book of 50 segmented firm clients with a 97%+ retention rate through the implementation of financial planning, investment management, and risk-based strategies.
- Attend client meetings, prepare financial plans, and present recommendations to clients.
- Ensure investment and insurance compliance requirements are implemented and followed.
- Handle inbound client communications, including email and phone inquiries.
- Bachelor's degree preferred.
- Financial planning credential preferred (CFP, CPWA, ChFC, etc.).
- Series 7 & 63 investment licenses required.
- 5+ years of experience in industry required (pertaining to financial planning with high net worth clients).
- Ability to adapt to changing environments and lead change.
- Strong analytical skills, problem-solving skills, and attention to detail.
- Proficient computer skills, Microsoft Office 365, and financial planning software experience required.
- Competitive base salary based on experience, licensing, and performance.
- Incentive (bonus) compensation plan driven by individual and firm performance.
- Access to health, vision, and dental benefits with costs shared by employer.
- 100% Employer-Paid licensing, professional development, and education opportunities.
- Paid Time Off & Holiday Pay.
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