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Financial Services Professional

2 months ago

Frederick, Maryland, United States Northwestern Mutual Wealth Management Company Full time
Job Opportunity

We are seeking a highly skilled and motivated Financial Services Professional to join our team at Northwestern Mutual Wealth Management Company.

Job Summary

The successful candidate will be responsible for developing and implementing personalized financial strategies for clients, providing exceptional customer service, and staying up-to-date on industry best practices.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Financial Planning: Develop and implement comprehensive financial plans, including investment, retirement, and estate planning strategies.
  • Investment Management: Provide guidance on investment options, including stocks, bonds, and other securities.
  • Retirement Planning: Help clients plan for a secure retirement, including strategies for maximizing retirement income.
  • Estate Planning: Assist clients in creating a comprehensive estate plan, including wills, trusts, and powers of attorney.
  • Customer Service: Provide exceptional customer service, responding to client inquiries and concerns in a timely and professional manner.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or business.
  • Experience: Minimum 2 years of experience in a financial services role, preferably in wealth management or investment advisory.
  • Skills: Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients.
  • Knowledge: In-depth knowledge of financial products and services, including investments, retirement plans, and estate planning strategies.
Benefits
  • Competitive Compensation: Earn a competitive salary and commissions based on sales performance.
  • Comprehensive Benefits: Enjoy a comprehensive benefits package, including medical, dental, and vision coverage.
  • Professional Development: Participate in ongoing training and professional development opportunities to enhance your skills and knowledge.
  • Collaborative Environment: Work in a collaborative and supportive environment, with opportunities to build relationships with colleagues and clients.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.