Wealth Management Associate: Client Relations & Planning

Northwestern Mutual Group; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

The Associate Advisor at Northwestern Mutual Group plays a key role in supporting our advisors and delivering an outstanding client experience. This position collaborates 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 related field, or equivalent experience.

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

Relationship building

Client service

Communication

Organizational skills

Problem solving

Education

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

FINRA Series 7 and Series 63/65 licenses

Life and Health Insurance License

CFP or CPWA designation in progress

Tools

Microsoft Office (Excel, Word, PowerPoint, Outlook)

Job description

The Associate Advisor at Northwestern Mutual Group plays a key role in supporting our advisors and delivering an outstanding client experience. This position collaborates 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.