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Investment Advisor

2 months ago

Minneapolis, Minnesota, United States Northwestern Mutual Full time
Job Summary

We are seeking a highly skilled and experienced Investment Specialist to join our team at Northwestern Mutual. As a key member of our advisory team, you will be responsible for delivering exceptional client experiences and advancing our strategic plan for revenue growth, client retention, and client acquisition.

Key Responsibilities
  • Collaborate with Senior Advisors to develop and present financial plans to clients, documenting meeting notes and follow-up actions.
  • Manage client case files, process correspondence, and maintain accurate records of client interactions.
  • Work closely with the planning team to prepare and finalize comprehensive financial plans and recommendations for clients and prospects.
  • Oversee and provide exceptional service to clients, including technical explanations of investment plans, advisory products, and performance.
  • Represent the Firm's strategic brand and maintain knowledge of compliance standards.
Investment Responsibilities
  • Support advisors in investment allocation and strategy development.
  • Run performance reports and prepare necessary paperwork for investment accounts.
  • Execute trades and obtain necessary information for financial planning software.
Requirements
  • 5+ years of industry experience in financial planning.
  • Series 6 & 63 registrations (or Series 7 for certain products) REQUIRED.
  • Life, accident & health insurance licenses REQUIRED.
  • CFP designation preferred; but not required.
  • History of clean compliance record.
  • Demonstrated ability to maintain effective working relationships with clients.
  • Strong customer focus, excellent social skills, and ability to work well with a team.
  • Excellent communication skills, attention to detail, and consistent follow-through.
  • Ability to multi-task, prioritize, and work efficiently.
  • Ability to proactively manage multiple diverse projects and assignments in a timely and quality manner.
  • Ability to embrace change and work in a fast-paced environment.
  • Willingness to learn and grow within the role and team.