Associate Financial Representative

The Associate Financial Representative supports the Financial Services Team by ensuring smooth operations and client satisfaction. This role involves providing administrative support, managing client communications, and assisting with financial planning activities. The ideal candidate is highly organized and possesses exceptional communication skills. Key responsibilities include but are not limited to:

· Demonstrating strong analytical, problem-solving, and communication skills.

· High attention to detail and accuracy.

· Strong analytical and problem-solving skills.

· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

· Handling conversational and transactional tasks with a high level of confidentiality.

· Professional demeanor and a client-focused attitude while assisting with managing client relationships by responding to inquiries and providing follow-up on client requests.

· Strong organizational and time management skills while performing administrative duties such as preparing and processing paperwork, maintaining client files, and coordinating with other departments.

· Demonstrate the ability to adapt quickly, continuously learn new skills, and proactively ask questions to ensure understanding of responsibilities and contribute effectively to the team.

· Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

· Ability to learn internal software.

· Support financial advisors in preparing financial plans, reports, and presentations.

· Ensure compliance with all regulatory requirements and company policies.

· Excellent verbal and written communication abilities with clients, advisors, and other team members to ensure a high level of service and client satisfaction.

If you are career-oriented and are passionate about helping clients, we encourage you to apply. Join our team and contribute to our mission of delivering exceptional financial services. We look forward to reviewing your application!

Compensation Package:

· Competitive salary $45k-$75K.

· Health, dental, and vision insurance.

· Fully employer funded profit-sharing plan.

· Personal time off and vacation.

Application Process:

Interested candidates are invited to submit their resume and cover letter detailing their qualifications and experience. Please send your application to lauran.booher@nm.com.

Northwestern Mutual is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned to meet the ongoing needs of the organization.

Job Type: Full-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Retirement plan
• Vision insurance

Ability to Commute:

• Defiance, OH 43512 (Required)

Work Location: In person

Salary : $45,000 - $75,000