Wealth Management Advisor - with Full Training and Development jobs in United States
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Northwestern Mutual · 10 hours ago

Wealth Management Advisor - with Full Training and Development

Northwestern Mutual is a leader in the financial services industry with a commitment to helping clients achieve their financial goals. As a Wealth Management Advisor, you will work with individuals, families, and small businesses to provide customized financial strategies and solutions while benefiting from a nationally recognized 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
Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship
Experience the power of independence and flexibility – with the freedom to live the life you want to live
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 managementSales experienceCoachingCommunication skillsGoal-oriented

Required

Bachelor's (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
Location: New York, NY 10004 (Required)
Work Location: In person

Preferred

Sales: 1 year (Preferred)
Professional : 1 year (Preferred)

Benefits

Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid training
Parental leave
Professional development assistance
Referral program
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