Wealth Management Advisor - Training Provided jobs in United States
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Northwestern Mutual · 2 months ago

Wealth Management Advisor - Training Provided

Northwestern Mutual is a leading financial services company dedicated to helping families and businesses achieve financial security. The Wealth Management Advisor role involves building long-term relationships with clients, educating them on financial strategies, and creating customized financial plans using the company's trusted products.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote

Responsibilities

Build long-term relationships with clients by helping them plan for financial milestones (retirement, education, home ownership, etc.)
Educate individuals, families, and businesses on insurance, investment, and wealth-building strategies
Create customized financial plans backed by Northwestern Mutual's trusted products and research
Collaborate with a team of financial experts to deliver holistic planning solutions

Qualification

Financial planningRelationship buildingInsurance knowledgeInvestment strategiesEntrepreneurial mindsetInterpersonal skillsGoal-orientedTeam collaboration

Required

Natural relationship-builder with strong interpersonal skills
Driven, goal-oriented, and entrepreneurial mindset
Ability to thrive in both team and independent environments

Preferred

Bachelor's degree preferred, all majors welcome

Benefits

401(k)
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Parental leave
Retirement plan
Vision insurance

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase