Overview
Financial Data and Reporting Ops Analyst Jobs in Pennington, NJ at Bank of America
Benefits:
Stipend Consideration
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Are you an individual with a passion for community and impact? Add your ambition to a goal-oriented career as a Client Representative with Northwestern Mutual – North Denver!
Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. Our mission is to financially empower our communities to change the world. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support. Our team regularly attends diversity conferences like “Out & Equal” and “Together with Pride” to continuously evolve our culture of respect and engagement within the broader community.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: https://youtu.be/7SlQuS7AOgQ
Meet Some of Our Local Team:
Molly Berger, Wealth Management Advisor
How long with NM? Since June 2020
Previous experience? Nonprofit background, Director of Sales at a fintech startup.
Passionate about? Financial empowerment for women and marginalized communities, advocating for LGBTQ+ rights, and traveling with her son Elijah.
Jonathan Tippetts, Financial Advisor & Growth and Development Director
How long with NM? 5 years
Previous experience? Business and Environmental Science major, Front-End Manager at Target.
Passionate about? Changing clients’ lives, adventuring, and spending time on the water with loved ones.
Sarah Tinkler, Managing Director
How long with NM? Since July 2006
Previous experience? College student majoring in Political Science, worked in food service, tutored, and assisted children with autism.
Passionate about? Solo hiking, yoga instructor, certified personal trainer, travel and time with family, and spending time with fiancée, Renata.
Darrah Tinkler, Strategy Analyst
How long with NM? 1.5 years
Previous experience? Assistant Librarian
Passionate about? Helping people discover career paths, exploring antique stores and spending time with her husband.
Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients’ assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients’ financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Retail, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental, Nonprofit, Fitness and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. We offer a first year stipend based on controllable factors, ensuring a starting income, if you put in the work and meet the position’s requirements.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sarah Tinkler is a District Agent of NM.
For more information and additional disclosures please go to northdenver.nm.com.
Flexible work from home options available.
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Title: Financial Data and Reporting Ops Analyst
Company: Bank of America
Location: Pennington, NJ
