What are the responsibilities and job description for the Wealth Management Advisor position at Northwestern Mutual?
Calling all career-changers, recent grads, and motivated professionals!
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer personalized, holistic services, including insurance and investments, guiding clients through every financial decision with leading insights, technology, and digital-first experiences. Managing $265.0 billion in assets and with over 4.5 million clients, we provide life, disability, and long-term care insurance, annuities, advisory services, and wealth management solutions. Originally based in Milwaukee, WI, we are committed to diversity and the growth of our financial workforce nationwide and have offices in all 50 states.
Role Description
This is a full-time on-site role for a Financial Representative located in New Canaan, CT. The Financial Representative will engage in daily client acquisition/outreach, financial planning, including developing financial strategies, and providing investment and retirement planning advice to clients that they onboard.
Qualifications
- Experience in Financial Planning and Retirement Planning Preferred but not necessary
- Excellent organization, self discipline required.
- Sales/Entrepreneurial Mindset.
- Excellent interpersonal and communication skills.
- Ability to work on-site in New Canaan, CT.
- Bachelor’s degree in Finance, Business, Economics, or related field is preferred.
- State Life, Accident, Health Required Pre-Training.
- SIE, Series 6/7, Series 63 Sponsored (required within 1 year of contract)
Compensation and Benefits
- 1st Year Compensation based largely on un-capped commissions and activity-based incentives.
- Health, Vision, Dental
- Pension based off of tenure and production.