Wealth Management Advisor

About the position

As a Wealth Management Advisor at Northwestern Mutual, you will play a crucial role in helping clients achieve their financial goals through personalized financial planning. This position is designed for individuals who are entrepreneurial and have a strong desire to succeed in a commission-based environment. You will be responsible for building and managing a client base, utilizing your knowledge of financial products and market trends to provide tailored solutions. The role involves continuous learning and development, supported by industry-leading training and mentorship programs. You will have the opportunity to work independently while also being part of a collaborative team that values diverse perspectives and experiences. Your day-to-day responsibilities will include acquiring new clients, educating yourself and your clients about financial products, and influencing clients to take action on their financial plans. You will also take ownership of your business development, managing client relationships, and reviewing financial plans to ensure they meet clients' evolving needs. The position offers a flexible schedule, allowing you to craft your workday around your life while making a significant impact on your clients' financial well-being. Northwestern Mutual has a long-standing reputation for financial strength and stability, with over 160 years of experience in the industry. As a Financial Representative, you will have access to a comprehensive suite of financial strategies, including insurance, investments, and annuities, all designed to help clients navigate their financial lives successfully. The company is committed to fostering an inclusive environment where diverse viewpoints contribute to collective success, making it a great place to build a rewarding career in wealth management.

Responsibilities

• Build and manage a client base by developing relationships and networking.
• Educate yourself and clients on financial products and market trends.
• Utilize assistive software and reporting tools to present financial plans to clients.
• Drive client action through expert influence and recommendations.
• Take ownership of business development and management of client financial plans.
• Review and maintain client financial plans to provide optimum advice.

Requirements

• Bachelor's degree or equivalent professional work experience.
• Experience in financial planning or financial sales.
• Completion of Series 6 and Series 63 licenses, or willingness to obtain them.
• Strong understanding of financial concepts and customer relationship management.
• Excellent time management and leadership skills.
• Desire for continuous learning and professional development.

Nice-to-haves

• CFP certification or progress towards it.
• Experience in sales, athletics, military, or client-facing roles.
• Entrepreneurial mindset and ambitions.

Benefits

• 401(k)
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance