Financial Planning and Wealth Management Advisor jobs in United States
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Northwestern Mutual · 4 days ago

Financial Planning and Wealth Management Advisor

positionColumbus, OH
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$120K/yr - $175K/yr

Northwestern Mutual is a leading financial services company dedicated to helping clients achieve their financial goals. They are seeking a Financial Planning and Wealth Management Advisor to grow client relationships, build personalized financial plans, and manage clients' financial strategies throughout their lives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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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
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeClient-facing experienceDriveRelationship-buildingTime-management skillsMotivationDesire for continuous learningCollaboration

Required

Client facing background experience
Ideal background includes banking, financial services, advising, consulting, and sales
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Obtain Life/Accident & Health Certifications
Obtain Securities Industry Essentials (SIE)
Obtain Series 6, 7, and 63 licenses

Preferred

Licensing preferred, not required
Bachelor's (Preferred)

Benefits

401(k)
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid training
Parental leave
Retirement plan
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.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

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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Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Arkansas Business — Business News, Real Estate, Law, Construction
Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
Company data provided by crunchbase