Wealth Management Associate: Prospect, Prepare & Serve Clients

Hireology; Lombard (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

Northwestern Mutual Wealth Management Company (NMWMC) is seeking an Associate Wealth Management Advisor (AWMA) contracted to support ongoing advisory services. You will help with case management, client servicing and materials preparation while ensuring compliance and regulatory requirements are followed.

Responsibilities include preparing investment proposals, coordinating annual reviews, and handling account processing within Envestnet and related systems.

Qualifications

• Associate Financial Representative contract required.
• Completion of home office Signature advisory training.
• Familiarity with Microsoft applications and data entry and information retrieval software.
• Excellent oral and written communication skills.
• Strong critical thinking and problem-solving skills required.
• Ability to manage multiple diverse projects and assignments in a timely and quality manner.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Demonstrated ability to maintain effective working relationships with clients.
• Ability to look beyond the obvious and not stop at the first answers.
• Willingness to learn.
• Ability to embrace change and work in a fast-paced environment.
• Able to work both independently and in a team.
• Ability to maintain confidentiality.

Responsibilities

• Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork.
• Maintaining financial representative’s calendar, scheduling and attending follow-up appointments.
• Responding to home office account inquiries.
• Maintaining annual review notes in Envestnet and mailing annual review letters to clients.
• Monitoring and stocking marketing materials for Signature advisory programs.
• Monitoring industry trends and research.
• Ensuring NMIS and NMWMC compliance requirements are implemented and followed.

Skills

Oral communication

Written communication

Critical thinking

Problem solving

Multi-project management

Attention to detail

Relationship management

Learning agility

Adaptability

Confidentiality

Tools

Microsoft Office

Envestnet

Morningstar

NMCIR

Job description

Northwestern Mutual Wealth Management Company (NMWMC) is seeking an Associate Wealth Management Advisor (AWMA) contracted to support ongoing advisory services. You will help with case management, client servicing and materials preparation while ensuring compliance and regulatory requirements are followed.

Responsibilities include preparing investment proposals, coordinating annual reviews, and handling account processing within Envestnet and related systems.