Northwestern Mutual NNE
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Seniority level Entry level
Employment type Full-time
Job function Sales and Finance
Industries Business Consulting and Services and Financial Services
Benefits
401(k)
Pension plan
Disability insurance
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Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualifications
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Seniority level Entry level
Employment type Full-time
Job function Sales and Finance
Industries Business Consulting and Services and Financial Services
Benefits
401(k)
Pension plan
Disability insurance
#J-18808-Ljbffr