What are the responsibilities and job description for the Financial Sales Executive - Customer Relationship Manager position at Silver Spring Wealth Management - Northwestern Mutual?
HUGE POTENTIAL TO BE HIGHLY COMPENSATED! PLEASE BE LOCAL TO FAIRFIELD COUNTY! POSITIVE SELF STARTERS APPLY! ELITE FINANCIAL PLANNING OFFICE THAT HAS 3X THE SUCCESS RATE THAN THE FINANCIAL PLANNING INDUSTRY! CHANCE TO BE MENTORED BY AWARD WINNING TEAM!
FULL BENEFITS - DENTAL VISION 401K PENSION HEALTH INSURANCE
Company Description
Silver Spring represents Northwestern Mutual. Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a big-picture approach, combining insurance and investments, to guide individuals towards their financial goals. With our team of financial professionals and advanced technology, we provide personalized assistance and support to our clients. As a company, we have over $265.0 billion in assets and deliver financial security to millions of people through various insurance and investment products.
Role Description
This is a full-time hybrid role for a Private Wealth Advisor at Northwestern Mutual. The Private Wealth Advisor will be responsible for day-to-day tasks such as sales and finance activities, analyzing financial data, effective communication with clients, and providing exceptional customer service. The role is primarily located in New Canaan, CT, with flexibility for some remote work.
Qualifications
- Sales Finance and Finance skills
- Analytical Skills
- Strong communication skills
- Customer service orientation
- Experience in the financial services industry is a plus
- Bachelor's degree in Finance, Economics, Business, or related field preferred
