Private Wealth Associate

We are seeking a highly motivated and detail-oriented Private Wealth Associate to join 7 Sabers Wealth Management | Northwestern Mutual. The ideal candidate will assist our high-net-worth clients with personalized financial planning and investment strategies. This role demands a proactive attitude, strong analytical skills, and excellent interpersonal abilities.

Client Relationship Management:

• Assist in managing and nurturing relationships with high-net-worth clients.
• Provide exceptional customer service and respond promptly to client inquiries.
• Maintain confidentiality and trustworthiness in client interactions.

Financial Planning and Analysis:

• Support the development of tailored financial plans and investment strategies.
• Conduct thorough analysis of client portfolios and recommend adjustments as needed.
• Prepare detailed reports and presentations for client meetings.

Investment Management:

• Assist in monitoring and managing client investment portfolios.
• Research and analyze market trends and investment opportunities.
• Collaborate with senior wealth managers to execute trades and investment decisions.

Administrative Support:

• Maintain accurate and up-to-date client records and documentation.
• Coordinate and schedule client meetings and events.
• Prepare and process paperwork related to client accounts and transactions.

• Education:
  
  Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degrees or certifications (e.g., CFA, CFP) preferred.
• Experience:
  
  2+ years of experience in wealth management, financial planning, or a related field. Proven track record of working with high-net-worth clients is a plus.
• Skills:
  
  Strong analytical and problem-solving abilities. Excellent written and verbal communication skills. Proficiency in financial software and Microsoft Office Suite. High level of attention to detail and organizational skills.

• Integrity:
  Uphold the highest standards of honesty and ethical behavior.
• Proactive:
  Demonstrate initiative and a forward-thinking approach.
• Team Player:
  Collaborate effectively with colleagues and senior management.
• Client-focused:
  Prioritize client needs and strive to exceed their expectations.
• 401(k) matching
• Disability insurance
• Health, vision and dental insurance
• Paid time off

• Monday to Friday
• The compensation for this role ranges from $72,000 to $100,000 per year, depending on qualifications and experience.