Associate Wealth Management Advisor

Job overview

The Associate Wealth Management Advisor role is onsite in Minneapolis, MN, and compensation is not specified. The position supports the growing Northwestern Mutual at Docklight Financial practice. The advisor helps prepare and deliver financial planning work, supports client relationships and onboarding, monitors portfolios, and contributes to client acquisition. The role helps the practice provide coordinated, compliant financial planning and investment services while developing its client base.

What you'll do

• Prepare financial plans, meeting agendas, recommendations, and case materials
• collaborate on client planning
• attend client meetings jointly
• address strategic client questions
• monitor portfolios and participate in the investment committee
• meet with wholesalers and vendors
• assist with client acquisition and marketing
• service 401(k) business and employee enrollments
• maintain client documentation and support compliance.

What we're looking for

Skills & competencies

wealth management

financial planning

client meetings

portfolio monitoring

investment committee

client onboarding

client acquisition

401(k) services

minneapolis mn

northwestern mutual

series 7

series 63

Work arrangement

• Weekend coverage required

Why this role

Requires Life, Accident & Health insurance licenses and Series 7 and 63; the posting requests 2–3 years of financial planning experience and a bachelor’s degree or related industry experience.

About the employer

Northwestern Mutual-Twin Cities is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.