Lead Associate Financial Advisor
Northwestern Mutual - ClaytonSt. Louis, MO
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Overview
Schedule
Alternate-schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Location: Forest Park – St. Louis, MOJob Title: Lead Associate Financial AdvisorType of Position: Full-timeFLSA Classification: ExemptHours per week: 40Working hours: 7:30am-4:30pmOur culture supports an open mindset, curiosity, independent quests for knowledge and shared learning directed towards the mission and goals of the organization. Our actions are guided by our core values of Personal Responsibility, Personal and Professional Growth, Feedback Rich, Generosity and Faith. We are catalysts inspiring our community to plan for tomorrow while living for today. One person, one family, one business at a time.Job SummaryThe Lead Associate Financial Advisor will be responsible for growing and managing client relationships, assisting with preparing, and presenting financial plans and recommendations for our clients. This role will collaborate with the Financial Advisor to create and implement a seamless client experience of financial planning.Key Responsibilities
- Maintain Financial Advisor’s calendar – schedule and confirm appointments with existing clients
- Coordinate meetings for self and lead advisor
- Schedule and conduct review meetings with existing clients
- Prequalify prospects based on predetermined criteria
- Serve as a secondary point of contact for clients by presenting financial plans and identifying changes in their financial lives and needs that should be met
- Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships
- Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals
- 2+ years of financial industry experience preferred
- Series 6 and/or 7 licensing preferred (or at least obtained within 6-12 months of employment)
- Obtain Life and Health license within 90 days of employment
- Strong analytical, problem solving, written and verbal communication skills
- Ability to proactively identify what needs to be accomplished and act
- Ability to work both independently and on a team
- Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
- Committed to professional growth and development, independent learner that seeks knowledge
- Health, Vision, & Dental Insurance
- Short Term Disability
- PTO + Holiday Pay
- Industry licensing and continuing education expenses
- Personal and professional development opportunities
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FAQs About Lead Associate Financial Advisor Jobs at Northwestern Mutual - Clayton
What is the work location for this position at Northwestern Mutual - Clayton?
This job at Northwestern Mutual - Clayton is located in St. Louis, MO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Northwestern Mutual - Clayton?
Employer has not shared pay details for this role.
What employment applies to this position at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton lists this position under the following employment categories:
- Alternate-schedule
- Full-time
What experience level is required for this role at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Northwestern Mutual - Clayton for this role?
Northwestern Mutual - Clayton offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Career Development, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Northwestern Mutual - Clayton?
You can apply for this role at Northwestern Mutual - Clayton either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.