Wealth Management Associate: Client-Focused Advisor

Sentry Hill Financial Advisors, Northwestern Mutual; Boston (MA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Sentry Hill Financial Advisors, a Boston-based advisory firm within Northwestern Mutual Private Client Group, seeks a Wealth Management Advisor to nurture client relationships and deliver personalized planning. You will work with senior advisors to advance retirement, investment, tax and estate strategies, while growing the practice through outreach and referrals.

Responsibilities include client reviews, comprehensive financial plans, and participation in meetings with a fiduciary focus.

Qualifications

• Bachelor's degree required with 5 years in financial planning.
• Strong written and verbal communication and client service skills.
• Familiarity with planning concepts, investments, taxes and estate considerations.

Responsibilities

• Foster and manage client relationships within a wealth management practice.
• Conduct client reviews to ensure plans stay aligned with goals.
• Learn the firm’s planning and investment philosophy as a junior advisor.
• Develop new client opportunities through referrals and outreach.
• Prepare comprehensive financial plans covering retirement, investments, insurance, tax and estate planning.
• Perform financial modeling including retirement projections and cash flow analysis.
• Lead portions of client meetings and collaborate with lead advisors.

Skills

Client relationship management

Financial analysis

Communication skills

Project management

Attention to detail

Team collaboration

Adaptability

Education

Bachelor's Degree

Tools

Microsoft Office

CRM systems

Job description

Sentry Hill Financial Advisors, a Boston-based advisory firm within Northwestern Mutual Private Client Group, seeks a Wealth Management Advisor to nurture client relationships and deliver personalized planning. You will work with senior advisors to advance retirement, investment, tax and estate strategies, while growing the practice through outreach and referrals.

Responsibilities include client reviews, comprehensive financial plans, and participation in meetings with a fiduciary focus.