What are the responsibilities and job description for the Wealth Management Advisor position at Northwestern Mutual?
Northwestern Mutual: Wealth Management Advisor
If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, control to make their own schedule, and still have the luxury to be backed by a Fortune 500 Company.
While 2 years of management experience is preferred, it is not needed. What is a MUST, is someone who has a high level work ethic, a strong sense of resiliency and the ability to market themselves.
Responsibilities for Year 1:
- Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals.
- Learn how to attract and build a team.
- Pass Exams: Life, Health, SIE, Series 63, Series 6 and Series 7
Responsibilities for Year 2:
- Explore leadership and mentor roles.
- Continue running and building your own Financial Planning Practice.
- Further your personal education with continued licensing.
Responsibilities for Year 3 through Retirement are unique to the individual and within their control. Leadership and growth opportunities will be discussed in the interview process.
Benefits:
- Control over your schedule.
- Hybrid Working Environment - in person expectation 4 days per week for new advisors.
- Medical, Dental, Vision and Life & Disability Income Insurance
- Mental Health and Well-Being support options
- Maternity and Paternity
- Retirement Package
- Pension Options
- Series 7, investment licenses, CFP and more support and sponsorship.
*DOD SkillBridge Candidates Encouraged to Apply*
https://www.northwesternmutual.com/post-military-careers/
Job Type: Full-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
Education:
- Bachelor's (Required)
License/Certification:
- Driver's License (Required)
Ability to Commute:
- Jamison, PA 18929 (Required)
Work Location: Hybrid remote in Jamison, PA 18929
Salary : $80,000 - $150,000