Wealth Management Advisor/Sales (Seeking Career Changers) jobs in United States
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Northwestern Mutual · 1 day ago

Wealth Management Advisor/Sales (Seeking Career Changers)

Northwestern Mutual is a financial services company that helps clients achieve their financial goals. They are seeking a Wealth Management Advisor who will develop and implement financial plans, offering insurance and investment strategies while maintaining autonomy to build their own practice.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Kelsey Kravitz (Gallagher)
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Responsibilities

Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities
Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity

Qualification

Business developmentSales experienceCommunication skillsFinancial planningEntrepreneurial spiritHigh ethical standardsInterpersonal skills

Required

Must be located in greater San Diego county or already planning to move here imminently
Possess an entrepreneurial spirit
Experience in business development or sales
Strong self-motivation
Interpersonal and communication skills
High standard of ethics
Shows interest in business or finance

Preferred

BA or BS degree from a four-year institution
Accomplished communicator with strong verbal and written skills
Prior sales and/or business experience
Possess a history of personal and professional success

Benefits

Comprehensive Medical, Dental and Vision Coverage
Retirement Package; Pension Plan
Group Life and Disability Income Insurance
Dental insurance
Flexible schedule
Health insurance
Life insurance
Parental leave
Vision insurance
Bonus opportunities
Commission pay
Renewals/residual income

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.

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