Northwestern Mutual · 19 hours ago
Wealth Management Advisor (Career Changers Encouraged)
San Diego, CA
Full-time
Hybrid
New Grad, Entry Level
$80K/yr - $200K/yrNorthwestern Mutual is a thriving company in the financial planning industry, seeking to expand its team of Financial Advisors. The role involves growing a client base, building personalized financial plans, and managing clients' financial goals while providing exceptional service.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs including insurance, investments, education planning, retirement planning
Manage your client’s financial plans to help them achieve their goals long term
Grow relationships with clients to support them through every stage of life
Qualification
Required
Possess an entrepreneurial spirit
History of success in business development or sales
Strong self-motivation
High standard of ethics
Desire to make a meaningful impact on people's lives
Preferred
BA or BS degree from a four-year institution
Prior sales and/or business experience
Possess a history of personal and professional success
Prior financial services experience not needed -- extensive training platform provided
Benefits
Uncapped Income Potential
Control of your own calendar and office cadence
Leadership Opportunities
Fully paid sponsorship of Licensing/Credentialing
Robust development bonuses in the first year to aid as you launch your business
Expense Allowance
Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
Retirement Package and Pension Plan
Group Life and Disability Income Insurance
Flexible Spending Account/Health Savings Account
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase