Wealth Management Associate

Northwestern Mutual; Quinte West; Hybrid; CAD 55,000 - 65,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Medical insurance coverage

Hybrid schedule with remote day

Annual bonus opportunity

Job summary

The Wealth Management Associate supports Friday Wealth’s senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation.

The firm offers a strong development path with licensing reimbursement, a compensation range of $55,000–$65,000 plus

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple responsibilities and meet deadlines.

Responsibilities

• Prepare and maintain accurate client records and case notes.
• Manage client follow-up communications and service requests.
• Coordinate and monitor insurance underwriting requirements.
• Assist with investment account paperwork, documentation, and trade-related activities.
• Support advisors with meeting preparation, documentation, and follow-up activities.
• Assist in gathering financial information and preparing planning materials.
• Participate in the financial planning process through research, analysis, and plan preparation.
• Work collaboratively with advisors and operations staff to ensure a high level of service.

Skills

Strong organizational skills

Excellent written and verbal коммуника

Ability to prioritize multiple tasks

Education

Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field

Job description

The Wealth Management Associate supports Friday Wealth’s senior advisors in delivering exceptional client service and comprehensive financial planning solutions. This role serves as a key operational and planning support partner, working closely with advisors to manage client servicing activities, investment-related administrative processes, and financial planning preparation. The position offers hands-on exposure to wealth management and financial planning while providing a strong development path within the firm.

Key Responsibilities

• Prepare and maintain accurate client records and case notes.
• Manage client follow-up communications and service requests.
• Coordinate and monitor insurance underwriting requirements.
• Assist with investment account paperwork, documentation, and trade-related activities.
• Support advisors with meeting preparation, documentation, and follow-up activities.
• Assist in gathering financial information and preparing planning materials.
• Participate in the financial planning process through research, analysis, and plan preparation.
• Work collaboratively with advisors and operations staff to ensure a high level of service.

Required Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, Economics, or related field.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple responsibilities and meet deadlines.

Preferred Qualifications

• FINRA licenses (Series 7, Series 66, or equivalent).
• Life and Health Insurance License
• Knowledge of insurance products, investment products, financial planning concepts, and wealth management operations
• 1-2 years of professional experience in financial services, banking, insurance, wealth management, or a related field.

Professional Development

• The firm reimburses initial licensing exam and registration fees upon successful completion.

Compensation & Benefits

• Compensation $55,000 - $65,000 annually
• Candidates with additional experience or licensing may qualify for higher compensation.
• Annual bonus opportunity.
• 401(k) plan with employer contribution.
• Medical insurance coverage.
• Hybrid schedule with one remote workday per week initially after 90-day probationary period

What You Can Expect from Us

• We are strong, innovative, and growing with the backing of Northwestern Mutual, a company with over a 160-year history of acting in the best interests of our clients and community.
• We invest in our people - providing opportunities for you to grow personally and professionally, advancing your career, and contributing to our business.
• We care - making a positive difference in our communities by supporting research and programs to fight childhood cancer. Each year, our team donates time, talent, and financial support to causes we are passionate about.
• We are an equal opportunity/affirmative action employer. All qualified applicants will receive consideration without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age, or status as a protected veteran, or any other characteristic protected by law.