What are the responsibilities and job description for the Associate Wealth Management Advisor position at RK Partners?
Job Description
Job Description
Associate Wealth Management Advisor (AWMA)
Investment Operations / Second Chair : AWMA
Be part of a growth-oriented, established advisory practice within Northwestern Mutual. We are seeking an initiative-driven, client facing, and analytical individual to join our new team as the Associate Wealth Management Advisor (AWMA). In this role you will work closely with the financial advisor in the preparation and implementation of financial plans. This is a hybrid opportunity (Lombard, IL office) with comprehensive benefits, small team environment and unlimited growth opportunities.
RESPONSIBILITIES :
Associate Wealth Management Advisor (AWMA) specific responsibilities may include but are not be limited to :
PROPOSAL AND CASE PREPARATION
- Gather information for financial advisor’s meeting with client / prospect
- Prepare and modify financial plans using our proprietary planning software
- Prepare and modify insurance illustrations
IMPLEMENTATION
SUPPORT
QUALIFICATIONS
COMPANY OVERVIEW
An established advisory practice within Northwestern Mutual located in Lombard, Illinois with over two decades of intellectual capital in financial services and succession planning. Our firm has maintained 30% organic growth over the past 5 years- approaching $100 mil of capital under our oversight.
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including :
Salary : $100
