Retirement Portfolio Strategist

3 weeks ago

Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time
About the Role:
As a Retirement Account Manager with Northwestern Mutual Wealth Management Company in Frederick, MD, you will specialize in creating personalized investment and financial strategies for clients. Your duties will include delivering exceptional client service, developing financial plans, and adhering to the highest ethical standards.

Key Responsibilities:
  • Create comprehensive financial plans tailored to help clients achieve their retirement objectives
  • Regularly monitor investments and strategies to ensure successful retirement outcomes
  • Provide guidance and support to customers throughout the retirement process
  • Collaborate with professionals to verify the accuracy of estate, tax, and other financial documents

Requirements:
  • A minimum of two years of experience in sales and customer service is required
  • Possess a deep understanding of financial products and services, including variable annuities, mutual funds, life insurance, and retirement plans
  • Excellent communication skills are essential for building and maintaining strong relationships with clients
  • Hold a US Work Authorization, Series 7 license, and Series 6 license

About Us:
We offer a competitive $35,000 yearly salary + commission, along with a comprehensive benefits package, including top-ranked training, exceptional income potential, medical coverage, company-funded retirement plans, sponsorship of licensing and designations, personalized mentorship, group life and disability income insurance, and more.

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