Associate Wealth Management Advisor-Northwestern Mutual office of Rick Dehner
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Successful Wealth Management Advisor (WMA) associated with a Fortune 500 company providing financial security for over 160 years is seeking a talented individual to join our team. My practice shares a team philosophy and offers flexibility and opportunities for growth. The position will be responsible for technical support to the WMA and further developing client relationships through exceptional service and new business development.
A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, value professional interdependence, have a high standard of ethics, and have a demonstrated interest in community impact and business development.
Finance background with life and health license and Securities Series 7 preferred. Our one-on-one mentoring with the WMA, along with a robust training program, will equip you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise. Working alongside our WMA, your goal is to help discover each client's needs, goals, and dreams and help map a path to meet them.
Additional responsibilities include, but are not limited to:
- Prospecting for new clients, developing rapport with current clients, and fostering long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and financial market trends.
- Proactively build and maintain client bases, keep current client financial plans up-to-date.
- Provide dedicated and focused client experiences throughout the entire relationship.