Wealth Management Associate: Build Clients & Influence Plans

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

Benefits offered by this job

Commission structure

Renewable income

Bonus programs

Health insurance

Retirement Package and Pension Plan

Job summary

A leading financial services company in New York is seeking a Wealth Management Associate to help clients with personalized financial planning. This role involves building a client base, educating clients about financial products using advanced tools, and managing client financial plans. The ideal candidate should have a 4-year degree or relevant experience and a passion for continuous learning. Join us to change lives while securing a rewarding career with comprehensive training and competitive compensation plans.

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in sales, athletics, military, or client-facing roles.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build a client base and develop knowledge of financial products.
• Educate clients with assistive software and reporting tools.
• Drive clients to action through expert influence and recommendations.
• Manage development and maintenance of client financial plans.

Skills

Sales experience

Client services experience

Desire for continuous learning

Education

4-year degree or equivalent professional work experience

Job description

A leading financial services company in New York is seeking a Wealth Management Associate to help clients with personalized financial planning. This role involves building a client base, educating clients about financial products using advanced tools, and managing client financial plans. The ideal candidate should have a 4-year degree or relevant experience and a passion for continuous learning. Join us to change lives while securing a rewarding career with comprehensive training and competitive compensation plans.