What are the responsibilities and job description for the Wealth Management Advisor position at Northwestern Mutual?
Are you a great relationship builder? If so, let us teach you the rest! - Apply now!
Wealth Management Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you will spend your days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day!
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise.
Compensation & Benefits
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Responsibilities
- Conduct comprehensive financial analysis to develop tailored financial plans for clients.
- Provide guidance on investment management, insurances for protection, and financial strategies.
- Build and maintain strong client relationships through effective communication and customer service.
- Stay updated on financial regulations and compliance.
- Collaborate with team members to enhance financial services and achieve sales targets.
- Utilize financial software for portfolio management and reporting.
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Wealth Management Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
Salary : $70,000 - $250,000