Associate Director, Project Management jobs in Lehi, UT

Associate Wealth Management Advisor | Financial Planning | Insurance & Investments | St George, UT

Northwestern Mutual Wealth Management Company

St George, UT 84770 (1070 S / Bluff St)

Full-Time, Monday-Friday

SUMMARY: The Associate Wealth Management Advisor (AWMA) is dedicated to supporting the employing wealth management advisor in enhancing each client’s comprehensive financial planning experience. The AWMA is a liaison between the clients, the wealth management advisor, and various financial institutions. This allows the employing wealth management advisor to focus on expanding the practice. The AWMA is attentive to detail, efficient, and excellent at follow-through.

RESPONSIBILITIES:

ACCOUNT PROCESSING:

• Create and maintain electronic client files
• Complete various forms and applications with clients
• Conduct conference calls with clients and their financial institutions to initiate investment account rollovers
• Contact clients to follow up on signatures, request any additional information, and update them on their accounts

CLIENT SUPPORT:

• Answer client emails and phone calls
• Assist clients in updating contact information, banking information, beneficiaries, etc.
• Contact clients regarding late payments and contributions

ACCOUNT EVALUATION AND RECOMMENDATION DEVELOPMENT:

• Gather financial information from clients and their financial institutions
• Input information into financial planning software
• Evaluate client accounts (i.e., insurance, investments, employee benefits, etc.)
• Develop recommendations
• Update client notes

QUALIFICATIONS:

PREFERRED EXPERIENCE AND EDUCATION:

• Currently has Certified Financial Planner (CFP®) designation, or capable of obtaining during employment
• Currently has Series 7 and either Series 63 or Series 66 investment licenses, or capable of obtaining during employment
• Currently has health and life insurance licenses, or capable of obtaining during employment
• Experience in financial planning, investment, insurance, and/or tax industries
• Experience with administrative support and/or customer service
• Degree in financial planning, business management, finance, or accounting
• Proficiency with Microsoft applications (i.e., Outlook, Excel, Word, PowerPoint) and financial planning software

REQUIRED TRAITS:

• Strong attention to detail with the ability to work with a high degree of accuracy
• High degree of reliability, professionalism, and confidentiality
• Capable of managing multiple responsibilities, setting priorities, and meeting deadlines
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Excellent oral and written communication skills
• Strong critical thinking, financial analysis, and problem-solving skills

BENEFITS:

• Health insurance
• Paid time off
• Retirement plan

Job Type: Full-time

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Commute:

• Provo, UT 84604 (Required)

Ability to Relocate:

• Provo, UT 84604: Relocate before starting work (Required)

Work Location: In person