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Northwestern Mutual · 2 hours ago

Wealth Management Associate

Jacksonville, FL

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is dedicated to providing financial clarity through tailored, people-first plans. The Associate Wealth Management Advisor will assist in delivering personalized financial plans, including financial and retirement planning, investment management, and wealth management services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Bradley Ernst

Responsibilities

Assist in delivering personalized financial plans, including financial and retirement planning, investment management, and wealth management services

Collaborate with clients to understand their goals

Create comprehensive strategies to address client needs

Provide support in executing tailored solutions for long-term financial health

Qualification

Financial PlanningRetirement PlanningWealth Management ServicesInvestmentsFinance conceptsRelevant certificationsAnalytical skillsInterpersonal skillsCommunication skills

Required

Knowledge and experience in Financial Planning and Retirement Planning

Familiarity with Investments and foundational Finance concepts

Skills in delivering comprehensive Wealth Management Services

Strong interpersonal, analytical, and communication abilities

Bachelor's degree in Finance, Business Administration, Economics, or a related field

Commitment to delivering client-focused, ethical, and transparent financial solutions

Preferred

Relevant certifications or licenses (e.g., Series 65, CFP) are a plus

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (1)