Wealth Management Associate: Grow Client Relationships

Northwestern Mutual

New York (NY)

On-site

USD 60,000 - 80,000

Full time

14 days+
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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.
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