Associate Financial Representative

Northwestern Mutual - Yoon Patel Wealth Partners; Ellicott City (MD); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Associate Financial Representative to join their dynamic team in Ellicott City. This full-time, on-site role offers a unique opportunity to engage in financial planning, insurance, and investment strategies while supporting experienced financial advisors. Ideal candidates will possess strong analytical skills, excellent communication abilities, and a passion for helping clients achieve their financial goals. If you're ready to embark on a rewarding career in finance with a supportive team, this is the perfect opportunity for you.

Qualifications

• Strong analytical and problem-solving skills essential for financial planning.
• Excellent interpersonal and communication skills required for client interactions.

Responsibilities

• Assist in financial planning and retirement planning for clients.
• Support financial advisors in servicing clients effectively.

Skills

Financial Planning

Retirement Planning

Insurance

Investments

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Communication Skills

Korean Speaking

Tools

Microsoft Office

Job description

Northwestern Mutual - Yoon Patel Wealth Partners Ellicott City, MD

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Hiren Patel and Dae Yoon are Financial Advisors with Northwestern Mutual for a combined 30 years. We are looking for someone to join our growing team to help service clients for both advisors.

Role Description

This is a full-time, on-site role for an Associate Financial Representative at Northwestern Mutual - Yoon Patel Wealth Partners located in Ellicott City, MD. The Associate Financial Representative will be responsible for financial planning, insurance, finance, retirement planning, and investments.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Insurance and Investments
• Finance skills
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Series 7 and 63 licenses are a plus
• Proficient with Microsoft Office
• Preferred Korean speaking

(Salary commensurate with experience)

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Sales and Business Development