Wealth Management Advisor - with Full Training & Development Program jobs in United States
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Northwestern Mutual · 8 hours ago

Wealth Management Advisor - with Full Training & Development Program

Northwestern Mutual is a leader in the financial services industry, providing opportunities for individuals to build impactful careers. As a Wealth Management Advisor, you will work with clients to develop financial strategies that promote stability and growth, while benefiting from a comprehensive training and development program.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind
Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications
Establish impactful networks in the community and learn how to authentically build referral connections
Develop and maintain long-term client relationships (our average client relationship is over 40 years)
Provide customized financial strategies and solutions through factfinding and holistic financial planning
Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning
The opportunity to design your roadmap to leadership and specialized roles

Qualification

Financial planningClient relationship managementMarket developmentNetworkingCoachableCommunicationIntegritySelf-motivationGoal-oriented

Required

Dependable, consistent, full of integrity and honesty
Excellent communicator and relationship builder
A driven, independent, self-motivated, and goal-oriented person
Growth minded, coachable with strong desire for long term success

Benefits

Dental insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Parental leave
Professional development assistance
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.

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