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
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
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
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 StageRecent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase