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Northwestern Mutual · 2 days ago

Private Wealth Associate

Colorado Springs, CO

Full-time

Onsite

Entry, Mid Level

$72K/yr - $100K/yr

2+ years exp

Northwestern Mutual is seeking a highly motivated and detail-oriented Private Wealth Associate to join their 7 Sabers Wealth Management team. The role involves assisting high-net-worth clients with personalized financial planning and investment strategies, while managing client relationships and providing exceptional customer service.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Hiring Manager

Scott McKechnie, CLU®, CFP®, ChFC®

Responsibilities

Assist in managing and nurturing relationships with high-net-worth clients

Provide exceptional customer service and respond promptly to client inquiries

Maintain confidentiality and trustworthiness in client interactions

Support the development of tailored financial plans and investment strategies

Conduct thorough analysis of client portfolios and recommend adjustments as needed

Prepare detailed reports and presentations for client meetings

Assist in monitoring and managing client investment portfolios

Research and analyze market trends and investment opportunities

Collaborate with senior wealth managers to execute trades and investment decisions

Maintain accurate and up-to-date client records and documentation

Coordinate and schedule client meetings and events

Prepare and process paperwork related to client accounts and transactions

Qualification

Financial PlanningWealth ManagementAnalytical SkillsCFA CertificationCFP CertificationFinancial Software ProficiencyClient-focusedProactiveCommunication SkillsAttention to DetailOrganizational SkillsTeam Player