IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
The advisor career with Northwestern Mutual allows one the opportunity to:
· Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
· Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
· Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Columbus or already planning to move here imminently**
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
· Exceptional Income Potential
· Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
· Leadership Opportunities
· Sponsorship of Licensing/Credentialing
· Robust development bonuses to aid as you launch your business
· Expense Allowance
· Comprehensive Medical, Dental and Vision Coverage
· Retirement Package; Pension Plan
· Group Life and Disability Income Insurance
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year - COMMISSION STRUCTURE WITH ADDITIONAL INCENTIVE BONUSES WITHIN THE FIRST 6 MONTHS!
Benefits:
Job Type: Full-time
Pay: $80,000.00 - $200,000.00 per year
Benefits:
Schedule:
Supplemental pay types:
Ability to Relocate:
Work Location: Hybrid remote in Columbus, OH 43212
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