Come join the #1 Investment Products and Services team at Northwestern Mutual! We are hiring for an Associate Wealth Management Advisor. Our 33-year team of 40+ professionals is looking to add a caring, hardworking, astute and competent Advisor to manage and optimize our existing client accounts. Their focus is on servicing the existing book while also bringing in held away accounts and developing cross-selling opportunities. This role involves significant client interaction and requires a proactive approach to uncovering and capitalizing on opportunities within our current book of business. For more information, reach out to TRICIA O'MALLEY SMALL directly.
Small World Wealth Management
金融服务
Fort Myers，Florida 148 位关注者
to care for and protect loved ones now and for generations to come
关于我们
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
- 网站
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https://smallworldwealthmanagement.nm.com/
Small World Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Fort Myers，Florida
- 类型
- 私人持股
- 创立
- 1992
地点
Small World Wealth Management员工
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James A. Dunn, MBA, CFP?, ChFC?, CLU?, AEP?, EA
20YR+ Wealth Manager | Tax Strategist | Estate Planner
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Matt Schumacher
Director of Advisor Development
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Chris Ball, CLU?, ChFC?
Wealth Management Advisor at Small World Wealth Management
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Kyle Cunningham, WMCP?, RICP?
We help clarify what’s possible in the world of tax-advantaged investing, retirement, and financial planning