Financial Advisor/Wealth Mgr jobs in United States
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Northwestern Mutual · 8 hours ago

Financial Advisor/Wealth Mgr

Northwestern Mutual is a company dedicated to helping families and businesses achieve financial security. They are seeking Financial Advisors/Wealth Managers to develop and implement financial plans for clients, guiding them towards their financial goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Susan Lewandowski
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Responsibilities

Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm’s exceptional network of financial specialists and leaders
Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning 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

Financial PlanningWealth ManagementRisk Insurance ProductsEntrepreneurial AmbitionsNetworking SkillsMotivatedIntegrityWork EthicSelf-Starter

Required

Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status
Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR New Haven County CT - planning to move to these locations imminently
4-year bachelor's degree or equivalent professional work experience
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future
Ability to work in a fast-paced, highly productive, and value-driven environment
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships

Benefits

Additional income structure to support training and early development (stipend)
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Award-Winning Training + Mentoring Program
Personalized Mentorship from Top Advisors and Industry Leaders

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