Client Experience Wealth Planning Associate

Northwestern Mutual - Park Ave; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

The Associate Advisor at Northwestern Mutual - Park Ave plays a critical role in supporting our advisors and delivering an outstanding client experience. This position works closely with Lead Advisors to prepare for client meetings, coordinate ongoing service activities, and help implement financial planning recommendations.

The ideal candidate is organized, relationship oriented, and passionate about helping clients achieve their financial goals.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Financial Planning, or a related field, or equivalent professional experience.
• 1 to 5 years of experience in wealth management, financial planning, or investment management.
• FINRA Series 7 and Series 63/65 licenses, or the ability to obtain within 120 days of hire.
• Life and Health Insurance License, or the ability to obtain within 120 days of hire.
• Actively pursuing CFP or CPWA designation.

Responsibilities

• Serve as the Service Manager for an assigned group of client relationships.
• Support the preparation and delivery of comprehensive financial planning recommendations.
• Coordinate meeting preparation, case analysis, and follow up activities for client meetings.
• Prepare advisors for upcoming client meetings by identifying service needs and planning opportunities.
• Serve as the primary coordinator for client and prospect workflows, ensuring a seamless service experience.
• Act as the Relationship Manager for a designated group of clients.
• Maintain regular communication with clients and internal team members to support ongoing service needs.
• Assist with the implementation of financial planning and investment recommendations.
• Support business development efforts through exceptional client service and relationship management.

Skills

Client relationship

Financial planning

Wealth management

Communication

Organizational skills

Education

Bachelor's degree in Finance, Economics, Accounting, Financial Planning, or related field

Tools

Microsoft Office

FINRA Series 7/63/65

Life & Health License

Job description

The Associate Advisor at Northwestern Mutual - Park Ave plays a critical role in supporting our advisors and delivering an outstanding client experience. This position works closely with Lead Advisors to prepare for client meetings, coordinate ongoing service activities, and help implement financial planning recommendations.

The ideal candidate is organized, relationship oriented, and passionate about helping clients achieve their financial goals.