COMPANY OVERVIEW
Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:
POSITION OVERVIEW
We are seeking an initiative driven, detail oriented professional with client service experience to mange the operations of a fast-paced financial services practice in Richmond, VA. This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills and organizational capability.
The Director of Financial Planning will work closely with the Wealth Management Advisor/CEO to provide first class service and relationship management to high end clients, including professional athletes and coaches, in addition to helping with their advanced planning needs. Primary responsibilities include managing the investment analysis and operations in the practice.
The ideal candidate will have comprehensive financial planning experience, the ability to create efficiencies inside of a practice and a passion for financial planning.
JOB RESPONSIBILITIES
Financial Planning
Investment Management and Operations
IDEAL CHARACTERISTICS
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
COMPENSATION & BENEFITS
Job Type: Full-time
Pay: $75,000.00 – $90,000.00 per year
Benefits:
Physical setting:
Schedule:
Supplemental pay types:
Education:
Experience:
License/Certification:
Work Location: Hybrid remote in Richmond, VA 23233