Private Wealth Planner & Client Experience Lead

Northwestern Mutual; Irvine (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Incentive compensation plan

Health, vision, and dental benefits

Employer-paid licensing and education opportunities

Job summary

A leading financial services firm in California is looking for a Private Wealth Analyst. In this role, you will lead the design and implementation of financial plans for clients, ensuring high standards of service and collaboration with various departments. Ideal candidates will have over 10 years of experience in financial planning and relevant credentials. The position offers a competitive salary, incentives, and comprehensive health benefits.

Qualifications

• 10+ years of experience in the financial planning industry.
• Ability to lead improvements in business processes.
• Strong judgment and problem-solving skills.

Responsibilities

• Lead and oversee the creation of financial plans.
• Maintain client relations and manage case files.
• Coordinate with other departments for client onboarding.

Skills

Financial planning credential preferred (CFP, ChFC)

Ability to adapt to changing environment

Strong analytical skills

Attention to detail

Proficient in Microsoft Office 365

Education

Relevant planning software knowledge

Tools

Financial planning software

CRM software

Job description

A leading financial services firm in California is looking for a Private Wealth Analyst. In this role, you will lead the design and implementation of financial plans for clients, ensuring high standards of service and collaboration with various departments. Ideal candidates will have over 10 years of experience in financial planning and relevant credentials. The position offers a competitive salary, incentives, and comprehensive health benefits.