Wealth Managment Advisor | Career Changers Encouraged to Apply jobs in United States
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Northwestern Mutual · 5 days ago

Wealth Managment Advisor | Career Changers Encouraged to Apply

Northwestern Mutual is a leading financial services company that provides innovative financial planning solutions. They are seeking a Wealth Management Advisor who will help clients achieve their financial goals through personalized planning and client relationship management.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Erika Jacobi, MBA
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, 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 degreeEntrepreneurial ambitionsCommunicatorDriveRelationship-buildingTime-management skillsCritical thinkingMotivation

Required

Bachelor's degree
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
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Benefits

Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

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