Wealth Management Associate: Grow Client Relationships

Northwestern Mutual; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k)

Pension plan

Annual Bonus and Commission

Job summary

A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree or equivalent experience and a desire for continuous learning. Comprehensive training and support for certification is provided, alongside a competitive compensation package.

Qualifications

• A degree in finance or a related field, or equivalent professional experience.
• A proven record in sales or client service roles.
• Ability to learn continuously and adapt to new situations.

Responsibilities

• Build and maintain a client base through networking and relationships.
• Educate clients on financial products and services.
• Manage client financial plans and provide ongoing advice.

Skills

Sales proficiency

Client interaction

Financial analysis

Education

4-year degree or equivalent work experience

Job description

A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree or equivalent experience and a desire for continuous learning. Comprehensive training and support for certification is provided, alongside a competitive compensation package.