Wealth Management Advisor - with Full Training and Development Program jobs in United States
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Northwestern Mutual · 1 day ago

Wealth Management Advisor - with Full Training and Development Program

Northwestern Mutual is a company dedicated to helping families and businesses achieve financial security through a holistic planning approach. The Wealth Management Advisor role involves developing and implementing financial plans for clients, guiding them towards their financial goals while maintaining autonomy in building their own practice.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Sarah Zellner
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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 provide 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 SpiritEthicsInterpersonal SkillsWritten Skills

Required

BA or BS degree from a four-year institution preferred
Candidate must be an accomplished communicator with strong verbal and written skills
Candidate must also possess a history of personal and professional success

Preferred

Prior sales and/or business experience preferred
Prior financial services experience not needed -- extensive training platform provided

Benefits

Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
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