What are the responsibilities and job description for the Wealth Management Advisor position at Northwestern Mutual?
About the Role
Financial Representatives at Northwestern Mutual North Shore help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their 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. Here, hard work pays off.
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, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Compensation & Benefits
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for 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
Accolades
- FORTUNE's "World’s Most Admired Companies"
- Crains Detroit Business "Best Places to Work 2023"
- DBusiness "Top Corporate Culture Award 2024"
- Forbes "Best Large Employer, Best Employer for Diversity, Women"
- Business Week "Best Places to Launch a Career"
- Glassdoor.com "Best Places to Work"
- Ranked among the Top 10 independent Broker-Dealers by Total Revenues
Pay range and compensation package
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Stipend programs
pension
Average 1st year advisor income $140-180k
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Salary : $140 - $180