What are the responsibilities and job description for the Sales Assistant position at Northwestern Mutual Wealth Management Company?
Overview
We are seeking a detail-oriented and motivated Investment Associate to join our dynamic team. In this role, you will play a crucial part in supporting our investment strategies and assisting clients in achieving their financial goals. The ideal candidate will possess strong analytical skills and a solid understanding of financial concepts, enabling them to contribute effectively to our asset management and financial planning efforts.
Duties
- Conduct thorough financial analysis to evaluate investment opportunities and risks.
- Assist in the development and management of client portfolios, ensuring alignment with their financial objectives.
- Utilize financial software to perform asset management tasks and generate reports.
- Collaborate with senior associates to create comprehensive financial plans tailored to client needs.
- Monitor market trends and economic indicators to inform investment decisions.
- Prepare presentations and materials for client meetings, highlighting portfolio performance and strategy.
- Engage in risk analysis to identify potential challenges and recommend solutions.
- Maintain up-to-date knowledge of financial services regulations and industry best practices.
Requirements
- Bachelor’s degree in Finance, Economics, or a related field.
- Strong mathematical skills with a keen attention to detail.
- Proficiency in financial software applications and tools.
- Solid understanding of financial concepts, including portfolio management and risk analysis.
- Excellent communication skills, both written and verbal, with the ability to convey complex information clearly.
- Demonstrated financial acumen with a passion for the investment industry.
- Previous experience in financial planning or asset management is preferred but not required.
If you are ready to take your career in finance to the next level as an Investment Associate, we encourage you to apply. Join us in making a difference for our clients through strategic investment solutions.
Job Type: Full-time
Pay: $60,000.00 - $87,664.00 per year
Compensation Package:
- Bonus opportunities
Schedule:
- Day shift
- Monday to Friday
- No nights
- No weekends
Ability to Commute:
- Florham Park, NJ 07932 (Required)
Ability to Relocate:
- Florham Park, NJ 07932: Relocate before starting work (Required)
Work Location: Hybrid remote in Florham Park, NJ 07932
Salary : $60,000 - $87,664