Wealth Management Advisor

Northwestern Mutual is a leading financial services company committed to helping clients achieve financial security. The Wealth Management Advisor role focuses on building client relationships, educating clients on financial products, and managing financial plans while leveraging extensive training and resources provided by the company.

Responsibilities

• 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

Skills

• 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

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

Company Overview