Job Description
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. The Associate Private Wealth Advisor will manage day-to-day operational tasks, oversee client meeting preparations, conduct research, and ensure effective client follow-up for service and new business matters. Responsibilities Maintain regular communication with clients to provide updates, address concerns, and ensure satisfaction Assist with scheduling, document management, and coordination of client-related activities Act as a point of contact for client inquiries, escalating issues to the appropriate teams when necessary Conduct research on industry trends, client needs, competitors, and best practices to support business decisions Maintain accurate records of client interactions, transactions, and service requests in the CRM system Collaborate with internal departments (e.g., sales, customer service, and operations) to ensure seamless client experiences Identify areas for improving efficiency and customer satisfaction within support operations Generate and analyze reports on client interactions, feedback, and service trends to inform decision-making Anticipate client needs and provide strategic recommendations to support their long-term planning and decision-making Skills Experience in a Financial Services/Sales; High-Touch Customer Service; or Analytical/Technical Roles Strong organizational and time-management skills Excellent verbal and written communication abilities. Ability to articulate complex information clearly and concisely Proficiency in CRM software, Microsoft Office Suite, and research tools Ability to multitask and prioritize in a fast-paced environment Strong analytical and problem-solving skills A proactive and customer-first approach Must be able to pass a basic background screening for the securities industry Securities Industry Essentials (SIE) certification required Series 6 and Series 63, 65 or 66 certifications required Willingness to travel along with partnered Private Wealth Advisor Series 7 certification Life, Accident, and Health Insurance certification Benefits Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services. Comprehensive benefits package, including health insurance and retirement plans. Profit sharing 401(k) opportunities. Commitment to professional development and growth opportunities. Opportunities for community/volunteer service and company matches of donations. Hybrid remote policy. Company Overview Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is