Wealth Management Advisor

Position: Wealth Management Advisor: Training Provided

Wealth Management Advisor:
Training Provided

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This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $/yr

Desired Skills and Experience

• Bachelor’s degree and/or career changer
• Analytical thinking skills and the ability to assess client needs
• Excellent verbal and written communication skills
• Effective sales, presentation, and customer service skills
• Good organization and time management skills

We want individuals with different backgrounds and work experience, including but not limited to:

• Financial management, investments, insurance, and financial services
• Executive leadership
• Sales, business development, or relationship management
• Former athletes
• Military background

Responsibilities

You’ll partner with clients by creating personalized financial plans that address a broad set of client objectives. Through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future.

Our advisors help clients pursue their financial goals by serving as a sounding board and accountability partner, and periodically adapt the plan to keep up with client’s changing circumstances.

Benefits and Compensation

• Exceptional Income Potential
• Leadership and Director Level Opportunities
• Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)
• Comprehensive Medical Coverage
• Group Life and Disability Insurance
• Commission structure to support early development
• Bonus Programs and Production Allowance
• Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning

Seniority level

Associate

Employment type

Full-time

Job function

Consulting, Finance, and Sales

Accolades

• #97 on Fortune 500
• Fortune’s 2022 “World’s Most Admired Companies”
• Top 10 U.S Independent Broker-Dealer by Financial Planning Magazine
• Top 125 Companies for Training & Development
• Named one of the “50 Best Places to Launch a Career” by Business Week Magazine

Company Overview

Through a distinctive and holistic planning approach, Northwestern Mutual Financial Advisors/ Wealth Management Advisors empower clients to make the most of every single day and plan for important moments in their future. They combine licensed expertise with a personalized digital experience to help clients navigate their financial lives through a wide range of financial planning services.

Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies with total company assets of $335 billion.

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