Wealth Management Associate Job Bristol area,Connecticut USA,Finance & Banking

Role Type:
Full-Time l In-Office with Hybrid transition

Northwestern Mutual Fairfield County is seeking a driven, entrepreneurial professional to join our team as a Wealth Management Advisor
. In this role, you will build long‑term relationships with clients and help them achieve financial security through holistic planning, investment strategies, and risk management solutions.

This position offers the opportunity to grow your practice backed by a nationally recognized brand, comprehensive training, and industry‑leading resources.

Key Responsibilities

Develop and maintain strong, long‑term client relationships through personalized financial planning
Design and implement tailored financial plans based on clients’ goals and life stages
Educate clients on financial products, market trends, and planning strategies
Prospect and network to build a client base through referrals, events, and outreach
Monitor client portfolios and proactively adjust recommendations as needed
Collaborate with internal specialists (investment, insurance, tax, and estate experts) to deliver comprehensive solutions
Stay informed on market developments, regulatory changes, and product offerings

Conduct in‑depth financial needs analyses, including:

Investment strategies
Risk management and insurance solutions
Estate and wealth transfer planning

Qualifications

Bachelor’s degree required (Finance, Business, Economics, or related field preferred)
Strong interpersonal and relationship‑building skills
Entrepreneurial mindset with a high level of self‑motivation
Excellent communication and presentation skills
Ability to manage time effectively and work independently
Desire to build a long‑term career in financial services

Preferred (but not required)

Prior experience in financial services, business development, or consulting
FINRA licenses (Series 6, 7, 63, or 66)
Life and Health Insurance licenses

Training & Development

Comprehensive onboarding program and mentorship
Sponsorship for licensing (Life/Health, FINRA where applicable)
Ongoing professional development and advanced certifications (CFP eligibility support)
Access to cutting‑edge financial planning tools and technology
First‑Year Transition support and training allowances
Passive renewal and residual income, cumulative over the career
Performance‑based piece (commissions, bonuses, and incentives)
Medical, dental, vision, and retirement benefits
Flexibility and autonomy to build your own practice
Recognition programs and career advancement opportunities

Please be aware that we are only considering candidates within a local geographic region - Fairfield County, CT and immediately surrounding counties (no NJ, Manhattan, Long Island, or outside the tri‑state area).

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