Wealth Management Advisor

Wealth Management Advisor   Hybrid | Lombard, IL

Base salary $90,000 to $100,000 + bonus potential
Build a Career in Comprehensive Financial Planning  We're a growing, well-established wealth management team within Northwestern Mutual, and we're looking for a Wealth Management Advisor to join us. This role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management.
You'll play a key role in supporting comprehensive financial plans--roughly  80% investment-focused and 20% risk management --while gaining exposure to advanced planning strategies and long-term career growth.
What You'll Do  As a Wealth Management Advisor, you'll be hands-on in the day-to-day execution of client plans and ongoing service, including:
Preparing, implementing, and monitoring comprehensive financial plans
Executing investment trades, rebalancing portfolios, and performing tax-loss harvesting when appropriate
Opening and maintaining investment accounts and managing money movement (transfers, journals, ACHs)
Updating and maintaining plans within proprietary planning software (PX)
Supporting insurance planning by running ledgers, submitting applications, and coordinating underwriting
Partnering with estate planning attorneys to ensure proper account titling and registration
Collaborating with internal underwriting, compliance, and operations teams
Managing CRM reports and tracking client opportunities
Delivering a consistently polished, white-glove client experience
What We're Looking For  We're seeking someone who is technically strong, client-focused, and motivated to grow within a collaborative planning team.

Required Qualifications
3-5+ years of experience in financial planning or wealth management
Series 7 and Series 66 licenses
Strong knowledge of investment trading and operational workflows
Excellent communication skills and comfort working with clients both in-person and virtually
Ability to manage sensitive information with discretion and professionalism
Preferred (or Willing to Obtain)
Life & Health Insurance license (or willingness to obtain within 30 days)
CFP designation or commitment to pursue it

Experience with platforms such as NetX
360, CRM systems, Microsoft Office, and One Drive
Ideal Traits
Proactive, solutions-oriented mindset
Strong attention to detail and follow-through
Comfortable working independently while thriving in a team environment
Passion for comprehensive, holistic financial planning
Why Join Our Team?
Established, growing practice  with over 20 years of experience and consistent organic growth
Exposure to sophisticated planning strategies and long-term client relationships
Supportive onboarding, training, and mentorship
Clear path for professional development and advancement
Hybrid/Remote work environment after initial onboarding period of 3-6 months
Compensation & Benefits    Base salary $90,000 to $100,000 + bonus potential
Bonus potential  after six months
Hybrid schedule (1-3 days remote after 3-6 month onboarding period)
Comprehensive benefits package, including:
Medical, dental, and vision insurance
401(k) with matching
Paid time off and holidays
Life insurance and HSA options
Paid training and professional development support
Discounted financial planning services
About the Firm  Our Lombard-based advisory practice operates within Northwestern Mutual and oversees nearly  $150 million in assets , with consistent 20% organic growth over the past five years. Northwestern Mutual has been helping clients achieve financial security for over 160 years and is consistently recognized among the most respected firms in the industry.

Work Location:

Hybrid (Lombard, IL 60148)

Commute/Relocation:  Local candidates preferred