Associate Financial Representative Northwestern Mutual - 3.7 Duluth, GA Job Details Full-time $40,000 - $70,000 a year 1 day ago Benefits Paid training Health savings account Dependent care reimbursement Health insurance Dental insurance 401(k) Flexible spending account Financial planning services Paid time off Parental leave Vision insurance 401(k) matching Flexible schedule Life insurance Retirement plan Qualifications Research Full Job Description Job Summary Join our dynamic team as an Associate Financial Representative, where you will play a vital role in delivering comprehensive financial solutions to clients. This entry-level position offers an exciting opportunity to develop expertise in wealth management, investment strategies, and financial planning. You will assist clients in achieving their financial goals by providing personalized advice, managing investment portfolios, and ensuring compliance with industry regulations. Your energetic approach and passion for financial services will help foster strong client relationships and support their long-term financial success. Responsibilities Collaborate with senior advisors to develop tailored financial plans that incorporate estate planning, tax strategies, and investment management. Assist clients with understanding various financial products, including securities, insurance, and banking services. Conduct research on financial markets, industry regulations, and new investment opportunities to inform client recommendations. Support the preparation of financial analysis reports and portfolio reviews to optimize client asset management. Maintain up-to-date knowledge of securities law, FINRA regulations, and industry best practices to ensure compliance. Manage client relationships through regular communication, providing updates on market trends and portfolio performance. Help facilitate client onboarding processes, including documentation for wills, trusts, and estate law considerations. Experience Prior experience practicing in the securities industry or a background in financial sales is highly desirable. Strong understanding of financial concepts such as investment management, cash management, and financial analysis. Knowledge of estate planning, wills, trusts & estate law, and wealth management principles. Familiarity with financial software tools used for research, portfolio management, and client relationship management. Demonstrated ability to communicate complex financial information clearly and effectively to clients. Industry knowledge of financial regulations including securities law and FINRA compliance standards. Experience working with investment products, asset management strategies, and banking services is a plus. Embark on a rewarding career path where your enthusiasm for finance meets your desire to make a meaningful impact on clients' lives!

Pay:

$40,000.00 - $70,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Dependent care reimbursement Financial planning services Flexible schedule Health insurance Health savings account Life insurance Paid time off Paid training Parental leave Retirement plan Vision insurance

Work Location:

In person