3 Associate Wealth Management Advisor Jobs in Phoenix, AZ
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Northwestern Mutual is Hiring an Associate Wealth Management Advisor Near Phoenix, AZ
LOCATION
2201 E Camelback Road, Suite 400, Phoenix, AZ 85016
HOURS
40 hours a week, 7:00AM–11:00AM, 1 hour lunch, 12:00PM–4:00PM. In office, no remote work.
Projected start date: June 3, 2024
JOB DESCRIPTION
The Associate Wealth Management Advisor specializes in client service to execute efficient processing of investment paperwork, servicing existing clients’ accounts, and assisting with limited planning to allow the Financial Advisor to focus energy on building client relationships. No sales duties required, but you will talk with clients regularly to gather information and answer questions.
COMPENSATION/BENEFITS
· $50,000/yr salary, then $55,000/yr salary after passing Series 7 & Series 66 Exams
o Annual reviews for inflation/performance raises
· 6 hours of Paid Time Off earned per month (equals 9 full PTO days a year)
· New Year’s Day, 4th of July, Thanksgiving Day, Christmas Day automatically days off
· 6 months after start date, access to SIMPLE IRA with 1:1 matching up to 3%
· Employer-sponsored health insurance beginning January 1, 2025
Qualifications
· Reliable, trainable, fast learner and strong attention to detail
· Excellent oral and written communication skills
· Organizational and time management skills and ability to multitask
· Ability to work in a fast-paced environment, independently and on a team
· Ability to maintain confidentiality, must pass background check and fingerprints
· College education not needed, experience not needed, no age preference
CONTACT
· Please send resumes/inquiries to Elaine Chapman: elainewchapman@gmail.com
· Before we set an interview, she will email you a link for a Culture Index Survey to see if your personality and work style is a good fit for the position.
Job Type: Full-time
Pay: $50,000.00 per year
Benefits:
- Paid time off
- Paid training
- Retirement plan
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Ability to Commute:
- Phoenix, AZ 85016 (Required)
Ability to Relocate:
- Phoenix, AZ 85016: Relocate before starting work (Required)
Work Location: In person
Job Summary
Full Time
$68k-101k (estimate)
05/10/2024
05/21/2024
elmaninsurance.com
San Jose, CA
<25
Related Companies
The job skills required for Associate Wealth Management Advisor include Wealth Management, Planning, Client Service, Time Management, Written Communication, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Wealth Management Advisor positions, which can be used as a reference in future career path planning. As an Associate Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Wealth Management Advisor. You can explore the career advancement for an Associate Wealth Management Advisor below and select your interested title to get hiring information.
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