What are the responsibilities and job description for the Wealth Management Advisor (Training Provided) position at Northwestern Mutual?
Northwestern Mutual – Boulder, CO
Want a career where relationships matter, effort is rewarded, and you build something of your own—without doing it alone?
At Northwestern Mutual, our Wealth Management Advisors help individuals, families, and business owners gain confidence in their financial lives through personalized planning. This is a client‑facing, consultative role for people who enjoy building trust, solving problems, and growing a business with purpose.
You don’t need a traditional finance background to succeed. Many of our top Advisors come from sales, business development, customer success, and entrepreneurial roles.
What You’ll Do- Build long‑term relationships and grow a client base through a consultative approach
- Help clients plan across investments, retirement, protection, and business needs
- Receive ongoing training, mentorship, and access to industry‑leading planning tools
- Operate as a business owner with the backing of a Fortune 100 company
- Performance‑based compensation with long‑term earning potential
- Bonus programs, expense allowances, and benefits package
- Support for professional licenses and designations (CFP®, ChFC®, RICP®)
- Career paths in advisory, specialization, and leadership
- Collaborative local office with national resources behind you
- Target 1st year earnings $60,000-$150,000 depending on performance
- Thrive in relationship‑driven, sales or client‑focused roles
- Want autonomy, flexibility, and income tied to performance
- Are coachable, motivated, and committed to learning
- Are licensed (or willing to become licensed) with Series 7 and 63 or 66
- Are authorized to work in the U.S.
Build a career—not just a job—while making a real impact in people’s lives.
Apply today.Salary : $60,000 - $150,000