Retirement Account Management
Northwestern Mutual Wealth Management Company
Location
Frederick, MD | United States
Job description
Join our team at Northwestern Mutual Wealth Management Company in Frederick, MD as a Retirement Account Manager. In this role, you will be responsible for creating personalized investment and financial strategies for our clients.
Having your own book of business is highly recommended.
Along with a competitive salary and comprehensive benefits package, you will have the opportunity to make a positive impact on our clients' lives. Your duties will include delivering excellent customer service, developing financial plans, and upholding the highest ethical standards. It is crucial to stay updated on regulatory and legal changes to ensure our clients receive top-notch services. Join us and play a vital role in helping our clients achieve their retirement goals!
Responsibilities:
- Create personalized financial plans to help clients reach their retirement objectives
- Monitor investments and strategies regularly to guarantee successful retirement outcomes
- Provide guidance and support to customers throughout the retirement process
- Collaborate with legal counsel and other professionals to verify the accuracy of estate, tax, and other financial documents
Qualifications:
- Applicant must have a book of business.
- Applicants are required to have a minimum of two years of experience in sales and customer service to be considered for this role.
- A deep understanding of financial products and services, including variable annuities, mutual funds, life insurance, and retirement plans, is essential for this position.
- Strong communication skills are a must-have, along with the ability to build and maintain strong relationships with clients.
- Applicants should also hold US Work Authorization, Series 7 license, and Series 6 license to be eligible for this opportunity.
About Company:
Benefits: While you help your clients achieve financial security, Northwestern Mutual will also help you.
Top-ranked training program (as recognized by Training magazine, 2015)Exceptional income potentialComprehensive medical coverageTwo company-funded retirement plans (pension plan and 401(k) plan)Sponsorship of licensing and designationsPersonalized Mentorship from top-performing advisorsGroup life and disability income insurance
Apply today and choose a career that lets you Live Life Differently™.
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