Northwestern Mutual · 12 hours ago
Wealth Management Advisor
Orange County, CA
Full-time
Onsite
Mid Level
$125K/yr - $150K/yrNorthwestern Mutual is a financial services company, and they are seeking a Wealth Management Advisor responsible for attracting and servicing clients with financial planning needs. This role involves client acquisition and relationship development through a holistic planning approach to ensure clients' financial goals are met.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Kimberly Riccabona
Responsibilities
Attracts, pursues, and develops a client base by networking and growing relationships with potential clients
Elicits referrals from existing clients and network
Services current clients by conducting annual review meetings to ensure financial goals are on track
Conducts client meetings to develop a deep and clear understanding of clients’ financial goals and needs
Gathers client information and prepares financial plans and recommendations based off the clients’ best interests
Acts as a subject matter expert in relation to Northwestern Mutual financial products and recommendations
Prepares and modifies plan analyses and investment/advisory proposals
Recommends fund portfolio options
Discusses potential rollover opportunities from other retirement plans for variable and mutual funds
Participates in annual business planning meetings with the leadership team
Participates in weekly, monthly, and quarterly team meetings
Utilizes system reports to track personal performance and sales opportunities while keeping the team informed of results and progress of goals
Qualification
Required
Demonstrated experience in sales/business development/client service or client-facing roles
Demonstrated ability to generate qualified leads independently (hunter mentality)
Previous relevant financial services industry experience
Preferred
Bachelor's degree
CA life/accident/health license
Series 7/63/SIE
CLU, ChFC, or CFP designation
Benefits
Full benefits package
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase