Private Wealth Advisor

Northwestern Mutual is a rapidly growing, integrated financial services firm. We proudly represent the 165-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier Private Client Groups, Erkel & Erkel, as a Private Wealth Advisor in Prior Lake, MN.

General Responsibilities:

• Meet with existing clients to develop advisory plans and provide explanations of investment strategies
• Clearly communicate financial concepts to clients to help them make informed decisions.
• Handle strategic client questions in person, via video conference or in written response
• Monitor and review clients' investment portfolios, making adjustments as necessary to align with clients’ goals and market conditions.
• Master multiple systems to ensure a successful, compliant, and service-orientated client experience
• Build and maintain strong relationships with clients through regular communication and follow-ups.
• Maintain detailed records of client interactions, financial plans, and recommendations.
• Effectively communicate with the team, prioritizing time-sensitive tasks
• Follow established processes within the team

Qualifications:

• Bachelor’s degree and/or equivalent work experience
• Seven or more years’ experience in wealth management or related field
• Fully securities licensed with Series 7, 66 (or 6 and 63), and SIE
• Life, Accident & Health insurance licensed
• CFP® designation preferred, or willingness to obtain it
• Strong understanding of tax law
• Ability to work with a high degree of accuracy in handling detailed work with high level of focus
• Strong organizational & time management skills with ability to set priorities & meet deadlines
• Ability to maintain a high degree of confidentiality
• Efficient communicator with both clients and team members
• Others-focused attitude to maximize team strengths and support positive firm culture

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person