What are the responsibilities and job description for the Wealth Management Advisor position at Northwestern Mutual?
WEALTH MANAGEMENT ADVISOR
Build a Business. Make an Impact. Create Your Legacy.
Full-Time | In-Office with Hybrid Transition
Locations: Stamford, CT | Westport, CT | Fairfield, CT
THE OPPORTUNITY
Northwestern Mutual Fairfield County is seeking ambitious, relationship-driven professionals who want to build a meaningful career helping individuals, families, and business owners achieve financial security.
As a Wealth Management Advisor, you'll have the opportunity to develop your own practice while being supported by the strength, resources, and backing of a Fortune 100 company.
This role combines:
• Relationship Management
• Business Development
• Wealth Management
• Financial Planning
• Entrepreneurship
WHAT YOU'LL DO
Client Relationship Management
• Build long-term relationships with individuals, families, and business owners
• Understand client goals and priorities
• Deliver personalized guidance and exceptional service
Financial Guidance
• Design customized financial strategies • Support retirement planning objectives • Implement investment and wealth accumulation strategies • Assist with estate and legacy planning needs
Business Development
• Build your practice through referrals, networking, and community involvement • Develop professional relationships within the Fairfield County market • Create ongoing opportunities through trusted client relationships
WHO THRIVES HERE?
Successful advisors are often former:
✓ Sales Professionals
✓ Business Development Executives
✓ Bankers
✓ Consultants
✓ Entrepreneurs
✓ Athletes
✓ Military Veterans
✓ Community Leaders
The common denominator isn't financial experience. It's the ability to build trust, develop relationships, and create opportunities.
QUALIFICATIONS
Required
• Strong communication and interpersonal skills
• Entrepreneurial mindset
• Self-motivation and accountability
• Desire to build a long-term career
Preferred
• Bachelor's Degree or equivalent professional experience
• Sales, consulting, banking, or client-facing experience
• Existing professional network in Fairfield County
• FINRA and/or Insurance Licenses
Licensing sponsorship available for qualified candidates.
TRAINING & DEVELOPMENT
Northwestern Mutual provides:
✓ Comprehensive onboarding
✓ Dedicated mentorship
✓ Licensing sponsorship
✓ Professional development resources
✓ CFP® education support
✓ Advanced planning technology
✓ Investment and insurance specialists
COMPENSATION & BENEFITS
• First-year launch stipend and 3-year training allowance
• Client transition support for eligible candidates
• Performance-based compensation structure
• Long-term renewal income opportunities
• Medical, dental, vision, and retirement benefits
• Leadership development opportunities
• National recognition programs
• Flexibility to build your own practice
WHY NORTHWESTERN MUTUAL?
• Fortune 100 Company
• More than 165 years of financial strength
• Industry-leading client retention
• Comprehensive wealth management platform
• Entrepreneurial career path with institutional support
• Culture of mentorship, growth, and professional excellence
LOCATION REQUIREMENTS
We are solely considering candidates who currently reside within Fairfield County and surrounding Connecticut communities, or candidates with definitive plans to relocate to the area.