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