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Northwestern Mutual · 1 week ago

Wealth Management Advisor: Training Provided

Wellesley, MA

Full-time

Onsite

New Grad, Entry Level

$80K/yr - $100K/yr

Northwestern Mutual is a leading financial services company that empowers clients through holistic financial planning. The Wealth Management Advisor Trainee will create personalized financial plans, helping clients achieve their financial goals while adapting to their changing circumstances.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Brendan Marry

Responsibilities

Create personalized financial plans that address a broad set of client objectives

Serve as a sounding board and accountability partner for clients

Help clients protect their assets and grow them for the future

Qualification

Financial managementSales skillsAnalytical thinkingCustomer serviceCommunication skillsTime managementInterpersonal skillsPresentation skillsOrganization skills

Required

Bachelor's degree and/or career changer

Analytical thinking skills and the ability to assess client needs

Excellent verbal and written communication skills

Effective sales, presentation, and customer service skills

Good organization and time management skills

Strong interpersonal skills

Preferred

Financial management, investments, insurance, and financial services

Executive leadership

Sales, business development, or relationship management

Former athletes

Military background

Benefits

Exceptional Income Potential

Leadership and Director Level Opportunities

Sponsorship of Licensing/Credentialing (Series 6/7, 63, SIE, Life Accident and Health, CFP, CFA, CLU, ChFC, RICP and others)

Development Stipends

Expense Allowances

Renewals/ Residual Income

Comprehensive Medical Coverage

Retirement Package; Pension Plan

Group Life and Disability Insurance

Commission structure to support early development

Bonus Programs and Production Allowance

Sponsorship for insurance licensing, SIE, Series 6, Series 63, CFP®

Retirement Package and Pension Plan

Medical, Dental, Vision, Life Insurance, Disability Income Insurance and Family Planning

Company

Northwestern Mutual

Glassdoor3.9

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

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

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)