Investment Manager for Retirees

4 days ago


Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time
Key Responsibilities

The successful candidate for this Investment Manager position will be responsible for creating tailored financial plans to help clients achieve their retirement objectives, monitoring investments and strategies regularly, and providing exceptional client service.

Additionally, you will collaborate with legal counsel and other professionals to ensure the accuracy of estate, tax, and other financial documents, and stay informed about changes in regulations and laws to provide top-notch service to our clients.



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