2 Wealth Management Client Associate Jobs in Braintree, MA
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Northwestern Mutual is Hiring a Wealth Management Client Associate Near Braintree, MA
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Communicates solutions to clients that are best suited for their financial needs.
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
We’ll help you:
- Get training and one-on-one mentorship from managers who are invested in your success.
- Build connections to grow your network and business.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest.
What we offer:
- Highly competitive commission structure designed to grow with you
- Passive income opportunities and bonus programs
- Fully paid insurance licensing
- Flexible in-office schedules once you complete training!
- Progressive advancement opportunities
- Retirement savings program and more!
Requirements
- Bachelor's degree in Finance, Business, or a related field.
- Strong sales or communication skills.
- Excellent interpersonal skills.
- Proven ability to build and maintain client relationships.
- Detail-oriented with strong analytical and problem-solving skills.
Job Type: Full-time
Pay: From $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Choose your own hours
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Required)
Work Location: In person
Job Summary
Full Time
$79k-117k (estimate)
05/19/2024
06/10/2024
elmaninsurance.com
San Jose, CA
<25
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The job skills required for Wealth Management Client Associate include Presentation, Financial Planning, Problem Solving, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Client Associate positions, which can be used as a reference in future career path planning. As a Wealth Management Client Associate, 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 Wealth Management Client Associate. You can explore the career advancement for a Wealth Management Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Wealth Management Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Wealth Management Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Wealth Management Client Associate job description and responsibilities
Performing day-to-day administrative tasks, such as responding to client emails and requests.
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Resolving the issues and concerns of clients with input from the wealth manager.
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Analyzing financial statements and market trends, and compiling reports for the wealth manager and clients.
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Completing and submitting investment-related documents, including applications and withdrawal forms.
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Compiling customized investment presentations for potential and existing clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Wealth Management Client Associate jobs
Have a Sense of Purpose and Meaning.
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Create the Most Complete Retirement Plan Possible.
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Keep a Schedule and Structure.
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Start a Retirement Planning Club.
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Step 3: View the best colleges and universities for Wealth Management Client Associate.
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