Client Success Manager - Financial Services

Forbes Recognized Advisor Looking to Hire: Are you a driven, client-focused professional with a passion for financial planning and wealth management? Join our nationally ranked team and take your career to the next level!

Ed Gurka, CFP, WMCP, ChFC, CLU, CLTC- Managing Director - Forbes Recognized Wealth Management Advisor seeking to grow his team in Paramus. As a wealth management firm renowned for our personalized approach and commitment to excellence. Our team of experts provides comprehensive financial planning and investment advice to a diverse client base, helping them achieve their financial goals.

Now’s the time to consider a career with Northwestern Mutual, where our advisors have found impact, long-term flexibility, and unlimited earning potential. Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.

This Career Offers You:

· In-Depth Training: Benefit from in-depth training programs recognized by Training Magazine's Top 125 Training Programs. You'll receive comprehensive education and support to ensure you're well-prepared for success.

• Reimbursement for licensing and ongoing education

· Expert Mentorship: Partner with industry experts and seasoned professionals who will guide you through the learning process until you're ready to excel independently.

· Growth Opportunities: Advance your career with a firm that values your professional development and provides a clear path for promotion and growth.

· Professional Development: Benefit from ongoing training and professional development programs designed to keep your skills sharp and your knowledge up to date.

· Supportive Environment: Work in a collaborative and supportive environment where your contributions are valued, and your success is celebrated.

· Client Impact: Make a meaningful difference in the lives of your clients by helping them achieve their financial goals and secure their financial future.

· Work-Life Balance: Maintain a healthy work-life balance with flexible working arrangements and a culture that prioritizes employee well-being.

· Recognition: Be part of a firm that recognizes and rewards excellence, providing you with the recognition you deserve for your hard work and achievements. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

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JOB RESPONSIBILITIES:

· Develop and manage client relationships, providing tailored financial planning and investment advice.

· Conduct comprehensive financial assessments to understand clients' needs and objectives.

· Create customized financial plans, including investment strategies, retirement planning, tax strategies, and estate planning.

· Monitor clients' financial situations and investment portfolios, adjusting as necessary.

· Stay informed about market trends, economic changes, and industry developments.

· Collaborate with other team members to deliver exceptional service and solutions.

· Maintain compliance with all regulatory requirements.

QUALIFICATIONS:

· Bachelor’s degree in a Bachelor of Arts or Science degree from a four-year college or university, Economics, or a related field; CFP or similar certification preferred.

· Proven experience in wealth management, financial planning, or a related field.

· Strong knowledge of investment strategies, financial products, and market trends.

· Excellent interpersonal and communication skills.

· High level of integrity, professionalism, and commitment to client success.

· Ability to work independently and as part of a team.

· Work experience, including but not limited to: Financial services, business development, B2B, B2C, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers.

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INCOME GROWTH OPPORTUNITY:

Average vs Top 25% vs Top 10%

Year 1 | $78,939 - $168,306 - $238,982

Year 5 |$306,679 - $726,808 - $1,113,953

Beyond income, you'll also have access to a comprehensive benefits package:

· Two fully funded pension plans

· Life and disability insurance

· Bonus opportunities

· Performance Based Pay - 1099 contract

· Performance bonus

· Uncapped commission

· Comprehensive benefits package, including health, dental, vision.

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Ability to commute/relocate:

· Paramus, NJ 07652

· Job Types: Full-time

· On-site

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $250.4 billion in assets, $28.2 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services.

Recent Awards and Accolades:

· FORTUNE® 102 (FORTUNE® 500, 2020)

· One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2020)

· Best Places to Work #82 (Glassdoor, 2021)

· Highest Rated CEO's (Glassdoor, 2019)

· 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)

· 50 Best Companies to Sell For (Selling Power Magazine, 2016

Job Type: Full-time

Pay: $84,075.00 - $185,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Compensation Package:

• Commission only
• Commission pay

Ability to Commute:

• Paramus, NJ 07652 (Required)

Ability to Relocate:

• Paramus, NJ 07652: Relocate before starting work (Required)

Work Location: In person

Salary : $84,075 - $185,000