Executive Assistant / Associate Financial Advisor

Published: 6/14/2022

Job Description

Company Description

Northwestern Mutual is a leading financial services company with over $265 billion in assets under management, $28.1 billion in revenue, and more than $1.8 trillion in life insurance protection in force. Serving over 4.5 million clients, the company offers life, disability income, and long-term care insurance, as well as annuities, wealth management, and investment services. With a focus on long-term financial security, Northwestern Mutual thrives on fostering diversity and supporting its financial advisors nationwide. Headquartered in Milwaukee, WI, with offices in New York and across the country, it is committed to shaping a secure financial future for its clients and team members.

Role Description

Brandon Feder is 12 years into his Financial Planning career. He is searching for an Executive Assistant / Associate Financial Advisor to help him manage and grow his practice. This is a full-time, on-site role based in Westlake Village, CA for an Executive Assistant / Associate Financial Advisor. The role involves providing comprehensive executive support, including managing schedules, expense reports, and administrative functions. The position will also assist in managing client relationships, updating financial plans, and coordinating with internal teams to ensure smooth operations. Collaboration and proactive planning will be key to delivering a seamless experience for clients and leadership.

Qualifications

Proven experience in Executive Support, Executive Administrative Assistance, and Administrative Assistance
Proficiency in time management and client scheduling
Strong Communication skills to effectively interact with clients and internal stakeholders
Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other administrative tools
Bachelor's degree or equivalent experience preferred
Life/Health and/or Securities License is ideal
Experience in financial services or a similar industry is a plus