Brennan Corzine - Northwestern Mutual

03/16/2022

Hey Everyone! Our team is expanding and have recently opened a new position we are looking to fill. See below for details:
FINANCIAL SERVICES: Team Lead/Associate
We are looking for a polished professional who is hard working and takes initiative. This role has a dual focus: creating strong financial plans for our advisors to present to clients and managing the work flow of the team. Any person interested in working in a successful, growing and client focused environment is encouraged to apply.
IN THE ROLE:
• Prepare plans for client ready presentations, including but not limited to:
o First draft of financial plan for review by advisor, review and adjust as needed
o Compile information on existing client plans
o Communicate with clients to obtain any needed information
• Manage team workflow
• Utilize existing CRM system to create process for marketing to existing client base
QUALIFICATIONS:
• Ability to work in a self-directed and collaborative environment
• Strong understanding of technology, with the ability to learn programs and tools quickly
• A strong sense of ownership specific to follow up and follow through
• A common sense approach to prioritizing and decision making
• Conceptual knowledge of key financial services - investment and risk management
• Undergraduate degree required
• Preferred Life, Health and/or Investment licensed (or ability to achieve within 90 days)
Send any resumes or correspondence to [email protected]
Thanks!

02/22/2022

We run down some key planning considerations for different stages of your life.

It’s not uncommon to think financial planning isn't for you. But anyone can benefit from taking steps for financial planning throughout your life.

01/11/2021

A new year means a new opportunity to live the life you want. Let's make a plan to give you a very happy new year.

10/15/2020

Prepare for what's next: what to know about a financial plan. Free webcast on 10/22. Sign up now: ringcentr.al/3lntIx8

10/15/2020

We often meet with our client’s children to help start them on the right financial track.

As a parent, you may be wondering how to prepare your kids for financial independence. Here are a few key lessons that can help them transition.

10/01/2020

The online holiday deals season is unofficially kicking off this month.

Amazon Prime Day is this month, so expect to see a lot of bargains — including from competitors who are trying to compete. Here are 6 things to buy in October and 3 to skip.

09/09/2020

Please reach out if you’d like to discuss a debt repayment plan or anything else on this list.

Making a debt repayment plan and readying yourself for retirement are just two financial moves you can make this month. Here’s how to improve your finances in September.

09/01/2020

We’re all thinking a little more about financial security these days.

A good financial plan fosters growth but also manages risk and protects your wealth from life’s uncertainties. Are your family’s finances protected? This quiz will help gauge your knowledge of key components of financial security.

08/19/2020

Let’s talk if you’re just starting out and need some guidance.

Many young people are facing the uncertainties of college and job prospects heading into the fall. Financial advisor Leo Tucker shares what college students and recent graduates should know.