Wealth Management Specialist

3 weeks ago


Atlanta, Georgia, United States The Young District - Northwestern Mutual Midtown Full time
About the Position

The Young District - Northwestern Mutual Midtown is seeking a skilled Wealth Management Specialist to help us expand our insurance and financial services portfolios. As a Wealth Management Specialist, you will work closely with clients to understand their financial objectives and provide tailored solutions to meet their needs.

Key Responsibilities:
  • Client Assessment: Evaluate clients' financial situations and develop customized insurance plans to address their unique needs.
  • Relationship Building: Foster strong relationships with clients, providing ongoing support and guidance to ensure their financial goals are met.
  • Product Knowledge: Stay up-to-date on the latest insurance products and industry trends to offer clients the best possible options.

Why Join Our Team:

  • Potential for abundant, consistent, and predictable results.
  • A collaborative, high-support team environment, fostering growth and camaraderie.
  • Full business development process training and support for seamless operations.

Estimated Salary: $100,000 - $180,000 per year, based on experience.



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