Northwestern Mutual
$48,000.00 - $75,000.00
a year
Corvallis-based Wealth Management Firm is seeking a motivated team player to handle daily activities of a dynamic financial services practice. Compensation Range: $48,000 - $75,000 based on experienceDo you want to work for a TEAM:That feels like a FAMILYThat BELIEVES it can help a client reach their financial goalsThat remains LOYAL to their client’s financial well-beingThat has FUN as often as possibleThat strives to WOW the client by going above and beyondOur Ideal Candidate: Cultural Fit aligning with our Firm's Core Values3+ years of experience in financial servicesAdvanced proficiency in Microsoft Office ApplicationsBachelor’s degree requiredOregon Life and Health PreferredSeries 6 or Series 7 Preferred– or -CPA certificationJob Description: Serves as integral part of the relationship team for firm clients working with and under supervision of Lead AdvisorFocuses on ongoing client relationship management, including ongoing and regular client contact, communications, meetings, and coordinating and managing the on-boarding process for new clientsResponsible for ongoing client service, including development and implementation of all phases of wealth management, including investment strategies, risks, and comprehensive financial plans for clients, client meetings, planning updates, and recommending portfolio changesIncreases assets under management from assigned client baseFinds new revenue opportunities to service existing clients more effectivelyConnects to heirs of clients and engaging those heirs with firmBuilds Loyal Client Advocates™ and produces new clients through those relationshipsPublicly represents the firm’s strategic brandMaintains familiarity with industry and economic trends and applies knowledge to client service and relationshipsMaintains knowledge of and shows ability to apply compliance standardsEngages with team/staff and engages in actions that are consistent with firm branding, service standards, and initiativesWorks collegially and productively with clients, peers, and other team membersCommits to ongoing growth of skill sets and competencies needed to serve client, firm, and individual successList of Competencies: Candidate must be able to demonstrate the following competencies:Development and oversight of client service, management, and investment plansGood range of financial services knowledge and ability to expand that rangeAbility to apply financial services knowledge to specific client situationsClear communication skills, particularly in explaining financial principles and conceptsAbility work well as part of client service teamAbility to expand financial relationship with clientsStrong attention to financial detailAbility to solve financial challengesUnderstands and engages in requisite regulatory complianceAbility to communicate well in charged client situationsApproachable, respectful, inclusive communicationSets and models high performance standards for client service and firm serviceExhibits self-confidence/self-esteem combined with emotional intelligenceAbility to be flexible, adaptable, and move with changes in client situation and the financial marketsWorks collegially and productively with clients, peers, and other team membersTrustworthiness and integrityJob Type: Full-timeSalary: $48,000.