Wealth Management Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwestern Mutual · 12 hours ago

Wealth Management Advisor

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Northwestern Mutual is a company that emphasizes relationships and integrity, offering a career that impacts the lives of others. As a Wealth Management Advisor, you will identify client needs, develop relationships, and manage a portfolio of clients while providing exceptional client experiences.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Identify client needs and goals to provide a sense of security and safety surrounding their financial life
Develop meaningful long-term mutually beneficial relationships
Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends
Build, maintain, and continuously grow a portfolio of clients
Provide first-class client experiences

Qualification

Sales experienceCustomer service experienceNetworking skillsInterpersonal skillsProfessional appearanceEntrepreneurial spiritWritten communication skillsWork ethicSelf-motivatedGoal-oriented

Required

MUST live in the Tri-State Area
Strong interpersonal and networking skills
Excellent written and communication skills
Professional appearance and work ethic
Self-motivated, goal-oriented, and enthusiastic presence
An entrepreneurial spirit/desire to manage your own business and be accountable for your results

Preferred

Bachelor's degree from a four-year institution preferred
3-5 years of sales/business or customer service experience preferred

Benefits

A world-class training program to help you get started.
Ongoing professional training and development throughout your career.
Exclusive Northwestern Mutual financial products and solutions.
A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards.
Career growth opportunities with management and leadership potential.

Company

Northwestern Mutual

twittertwittertwitter
Glassdoor3.9
company-logo
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

leader-logo
Timothy Gerend
Chairman, President and CEO
linkedin
leader-logo
Phil Odella
COO/CFO
linkedin

Recent News

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
PR Newswire
Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year
2026-01-01
Company data provided by crunchbase