Apply on Employer Site

Northwestern Mutual · 1 day ago

Founder / Private Wealth / Financial Planning (NYC)

New York, NY

Full-time

Onsite

Senior Level

$78K/yr - $240K/yr

Northwestern Mutual has been committed to helping families and businesses achieve financial security for over 160 years. The role involves spearheading and managing wealth management strategies, advising clients on investment opportunities, insurance, and financial planning.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Hiring Manager

Milan Suri

Responsibilities

Spearheading and managing wealth management strategies

Advising clients on investment opportunities

Insurance and financial planning

Building and maintaining strong client relationships

Providing personalized financial solutions

Staying updated on financial market trends and regulatory changes

Qualification

Client Relationship ManagementAnalytical SkillsMarket TrendsFinancial PlanningBachelor’s degreeCommunication SkillsOrganizational SkillsTime ManagementProblem-Solving Skills