Support Advisor

Job description:

Are you a seasoned professional in the advisor support space, looking for your next great opportunity?

We’re looking for a Support Advisor to join our team at Northwestern Mutual, working with Thomas W. Fishback. Tom has built his wealth management and insurance business with Northwestern Mutual for the past 15 years. The business continues to see rapid growth and have a significant positive impact on our community.

The team is looking for someone who thrives in a client-first, detail-driven, fast paced environment and is passionate about making an impact in their community.

What You’ll Do:

· Manage workflow and assigned tasks to ensure action items are taken to completion

· Support the lead advisor with licensed client service work for investments and insurances.

· Prepare Retirement Plans using proprietary Northwestern Mutual software

· Work with clients to complete rollover calls/paperwork, investment trade confirmations, and insurance applications.

· Preparing investment proposals and insurance illustrations

· Preparing agendas by gathering and organizing necessary details pertinent to the client work/outstanding task/action item.

· Review the client’s financial information/details to ensure information is correct for the client meeting.

· Maintain strict confidentiality and protect the privacy of client’s confidential/sensitive information

· Be a proactive, urgent, resourceful, thorough, detail oriented and a thoughtful team member.

· Be able to adjust frequently, take direction and feedback well and implement new processes when implemented.

Required Qualifications:

· Preferred licenses: SIE, Series 6 and 63 and LAH

· Experience and comfortability making phone calls or Zoom meetings with clients

· 2-4 years in a financial advisor support role or client service role within a wealth management firm, insurance company or bank

· Proficient in retirement planning software

· High sense of urgency but able to work with precision

· Excellent writing and verbal communications skills

· Organized, dependable and client focused

Preferred Qualifications:

· Bachelor’s degree

· Proficient in client 401k rollover calls and completing insurance applications

· Experience in confirming mutual fund trade orders with clients directly

· Experience with client service calls pertaining to licensed advisor related questions

· Experience with basic cash flow analysis for client accounts

What We Offer:

· Competitive Pay

· PTO and Company Holidays

· Bonus Compensation- as appropriate

· Supportive team culture with a small team atmosphere

· Professional Development and Mentorship

· The ability to make a meaningful impact on our client’s lives

Job Type: Full-time

Pay: $50,000.00 - $90,000.00 per year

Work Location: In person

Salary : $50,000 - $90,000