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Associate for Financial Advisor

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Northwestern Mutual

2021-12-03 09:06:11

Job location Milwaukee, Wisconsin, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Summary:

  • Our growing financial planning practice serves families, business owners, and retiring/retirees. We are looking for an Associate to work with our Financial Advisor and serve as a talented quarterback for our internal business work flow! Organized. Detailed. Positive. Great communication and follow-through.

Desired Qualifications:

  • Strong attention to detail.
  • Well-organized and proactive. Strong skills with paperwork, data entry, numbers, processes, etc.
  • Exudes positivity and professionalism at all times.
  • Great communication skills - both verbal and written.
  • Ability to multi-task effectively in fast-paced work environment and flexible to quickly changing priorities. Works well independently to find solutions.
  • Great learner. Learns from training and applies knowledge to daily role and big picture opportunities.
  • Highly motivated to reach / exceed goals.
  • Persuasive, resilient and confident. Not afraid of rejection or hearing "no".
  • 2+ years of experience in a client-focused and/or finance position is preferred.
  • Licensed in life and health or willing to obtain within first 6 months.
  • Licensed in investments or willing to obtain within first 12 months.

Job Type: Full-time

Location:

  • Milwaukee, WI 53224 (Required)

License:

  • Driver's License (Required)

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