What are the responsibilities and job description for the Founder / Private Wealth / Financial Planning (NYC) position at Northwestern Mutual?
Company Description
Northwestern Mutual has been committed to helping families and businesses achieve financial security for over 160 years. Using a personalized, holistic approach that combines insurance and investments, we assist clients in making the most of their financial lives today and in the future.
Role Description
This is a full-time, on-site role for a Private Wealth Founder / Business Owner located in New York, NY. The role involves spearheading and managing wealth management strategies, advising clients on investment opportunities, insurance, and financial planning. The role also requires building and maintaining strong client relationships, providing personalized financial solutions, and staying updated on financial market trends and regulatory changes.
Qualifications
Skills in Client Relationship Management and Communication
Strong Analytical and Problem-Solving Skills
Knowledge of Market Trends
Bachelor’s degree in Finance, Economics, Business, or related field
Exceptional organizational and time management skills
Salary : $78,000 - $240,000