3 Jobs in Gilbert, AZ
Northwestern Mutual is Hiring a Paraplanner Near Gilbert, AZ
Company Description
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. With a focus on insurance and investments, we guide our clients to their financial goals through personalized digital experiences and leading-edge technology. With over $265.0 billion in assets and $28.1 billion in revenues, we provide financial security to millions of people across the nation.
Role Description
This is a full-time on-site role for a Paraplanner located in Gilbert, AZ at Northwestern Mutual. The Paraplanner will be responsible for assisting 2 Financial Advisors with case preparation, conducting analytical tasks, managing investments, communicating financial concepts and ideas to clients and potential clients of the firm, client servicing tasks on both insurance and investment accounts.
Qualifications
- Financial Planning and Investment analysis skills
- Basic to extensive understanding of economics
- Experience in Report Writing
- Strong understanding of finance principles
- Bachelor's degree in Finance, Economics, or related field
- Certifications such as CFP or CFA are a plus
- Proficient with Microsoft excel.
The person we are seeking will have a strong desire to be a part of a team of growing financial advisors while also being able to self start.
**Please note that this is an in-person position and not remote. There will be no exceptions to this.
Job Summary
Full Time
$87k-103k (estimate)
09/02/2024
09/29/2024
elmaninsurance.com
San Jose, CA
<25
Related Companies
The job skills required for Paraplanner include Financial Planning, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Paraplanner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Paraplanner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.
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