Private Wealth Advisor

Employer
Freedom Wealth Advisors | Northwestern Mutual
Location
Ames, Iowa
Salary
Highly Competitive Salary Plus Bonuses
Closing date
Oct 7, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
You need to sign in or create an account to save a job.

FUNCTION: Lead Advisor

WHO WE WANT

Freedom Wealth Advisors, a member of the Northwestern Mutual Private Client Group, is growing and we are excited to be looking for our next Private Wealth Advisor to join our team. In this role, you will be responsible for managing relationships with high-net-worth individuals involving the preparation, presentation, and execution of a comprehensive financial plan and investment strategy. The right candidate will have at least 5 years of wealth management experience and have a passion for making a difference in the lives of our existing clients.

WHAT TO EXPECT

  • Manage existing client relationships by offering investment services, financial planning, and advice/education to high-net-worth individuals through face-to-face and virtual meetings
  • Develop and maintain knowledge of investment strategies, portfolio management options, and market trends
  • Provide comprehensive guidance regarding investment, trust and estate, and tax opportunities to optimize asset location and tax efficiency while addressing needs
  • Share ownership, coordination, and preparation of client reports, presentations, and communications – emails, phone calls, CRM management, etc.
  • Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives
  • Maintain all continuing education requirements of a wealth advisor plus required training
  • Participate in growth of the firm through prospecting, networking, and obtaining referrals

WHAT YOU NEED

  • 5+ years of financial industry experience; previous advisory experience preferred
  • Bachelor's degree
  • Acquired one of the following designations: CFP, CPWA, RICP
  • FINRA Series 7 and SIE, Series 63; Iowa Life and Health licenses (or obtainable within 3 months)
  • Strong customer relationship management
  • Highly motivated and passionate about helping people
  • Strong critical thinking, analysis, and problem-solving skills
  • Ability to manage multiple diverse projects and keep organized Strong attention to detail with the ability to work with a high degree of accuracy
  • Outstanding written and verbal communication skills

WHAT WE OFFER

  • Highly competitive salary plus bonuses
  • Paid time off, including holidays
  • Group health, dental, and vision plans
  • 401k match with profit sharing and cash balance

Apply for Private Wealth Advisor

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs