Wealth Management Advisor - Training Provided

Northwestern Mutual is a leading financial services company seeking a Wealth Management Advisor to help clients achieve their financial goals through comprehensive planning services. The role involves building relationships with clients, developing tailored financial plans, and collaborating with a team of financial planning specialists.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
• Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions and build personalized, holistic financial plans tailored to every client’s unique needs
• Grow relationships with clients to support them through every stage of life
• Lead and maintain a life of continuing education to ensure your clients are getting your best

Skills

• 4-year College Degree or higher
• Legal authorization to work in the US without sponsorship
• Residence within (or planning to relocate to) a reasonable commuting distance to NY, NY, 10022
• Values of integrity and honesty
• A pleasant attitude and dependable judgment
• Entrepreneurial ambitions and a strong sense of motivation and drive
• Excellent time-management, communication, and critical thinking skills
• A history of success in relationship-building or client-facing roles
• A basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products

Benefits

• Career launch stipend program eligibility
• Commission structure design to support early development
• Bonus Programs and Production Allowance eligibility
• Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning
• Hybrid work schedule Monday - Friday Full-time

Company Overview