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Wealth Management Associate

2 months ago

Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full time
Position Overview

Northwestern Mutual - Greater Chicago is in search of skilled and committed professionals who possess extensive knowledge in wealth management. Our goal is to empower clients to become exceptional stewards of their financial resources, enhancing their lives and supporting their objectives.

Key Responsibilities:

  • Build and nurture relationships with clients, fostering trust and loyalty.
  • Oversee clients' investment portfolios, ensuring they align with individual goals.
  • Formulate, recommend, and implement tailored investment strategies for clients.
  • Conduct and present regular client performance reviews.
  • Opportunity to cultivate new client relationships within your designated practice area.
  • Support new business initiatives and assist with client onboarding processes.
  • Provide mentorship to junior team members.
  • Ensure adherence to all company policies and regulatory standards.
  • Engage with a sophisticated client base, maintaining regular communication and understanding their unique investment goals and our financial planning philosophy.
  • Collaborate with external advisors, such as attorneys and accountants.
  • Assist in research to bolster the firm's investment strategies.
  • Identify opportunities to enhance operational efficiency.

Qualifications:

  • CFA or CFP designation is preferred.
  • Minimum of 5 years of experience in wealth management or investment management.
  • Strong foundation in financial planning, including retirement, investments, and estate planning.
  • Exceptional communication skills, capable of simplifying complex concepts for a discerning clientele.
  • Excellent organizational and time-management abilities, thriving in a fast-paced environment.
  • A collaborative approach to teamwork.