Associate Private Wealth Advisor

Northwestern Mutual • Phoenix, NY

1d • Hybrid

About The Position

GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture. We have been recognized by FORBES Best-In-State Wealth Advisors (2024 & 2025), Best-In-State Top Next-Gen Wealth Advisors (2024 & 2025) and Best-In State Wealth Management Team (2026). We currently have office locations throughout NY in Rochester, Phoenix, Watertown and Potsdam as well as an office in Longmont, CO. GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth. GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients. Please learn more about us at https://www.growwealthpartners.com/ . Role Overview: We are seeking a skilled, motivated, and experienced Associate Private Wealth Advisor to join our team. The successful candidate will be responsible for managing day-to-day operational tasks, including overseeing client meeting preparations, conducting research, and ensuring effective client follow-up for all service and new business matters. This role plays a key part in maintaining strong client relationships with the core clients of the enterprise, addressing inquiries, and providing administrative support and coordination with internal teams. The Support Advisor to the Private Wealth Advisor must have excellent communication skills, a proactive approach to problem-solving, and the ability to manage multiple priorities efficiently. Working under deadlines will be common and attention to detail is critical. The Support Advisor to the Private Wealth Advisor is expected to work closely with ensemble partners, ensemble advisors, clients, and internal teams to ensure a high level of service and operational efficiency. This role requires professional excellence, adaptability, and the ability to anticipate client and business needs.

Requirements

• 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

Nice To Haves

• Series 7 certification
• Life, Accident, and Health Insurance certification
• Certified Financial Planner designation

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.

Benefits

• Opportunity to work with a dynamic and experienced team of professionals.
• Opportunity to work for a firm that has been voted one of CNY's Best Places to Work for the last 3 years.
• Competitive salary and potential performance-based bonuses.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed