Company:
Northwestern Mutual
Location: Providence
Closing Date: 22/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- Strong understanding of the investment business
- Excellent interpersonal skills
Share this job
Northwestern Mutual