Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Northwestern Mutual Wealth Management Company is looking for an experienced Retirement Specialist to join their team in Frederick, MD. The Retirement Specialist will be an integral part of our client-focused team, helping to create customized retirement plans and investments that are tailored to each of our clients’ individual needs. By joining our team, you’ll enjoy a competitive salary, comprehensive benefits, and the opportunity to make a difference in our clients’ lives.
As a Retirement Specialist, you will provide excellent customer service, develop individualized financial strategies for clients, and maintain the highest standards of ethical practices. You will stay up-to-date with regulatory and legal developments to ensure that the best strategies are in place for each client. Join us to make an impact: make a difference in people’s lives and help them achieve their retirement goals.