Northwestern Mutual · 15 hours ago
Wealth Management Advisor (Sales Role- Seeking Career Changers)
San Diego, CA
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a thriving company in the financial planning industry, seeking to grow its team of Wealth Management Advisors. The role involves building client relationships, creating personalized financial plans, and managing clients' financial goals while providing a great client experience.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Kelsey Kravitz (Gallagher)
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
Required
Must be located in greater San Diego county or already planning to move here imminently
Possess an entrepreneurial spirit
Have a history of success in business development or sales
Strong self-motivation
Desire to make a meaningful impact on the lives of others
Preferred
BA or BS degree from a four-year institution
Prior sales and/or business experience
Possess a history of personal and professional success
Prior financial services experience not needed -- extensive training platform provided
Benefits
Uncapped Income Potential
Control of your own calendar
Leadership Opportunities
Additional income structure to support training and early development
Residual income earned for continued client support and policy management
Bonus programs and expense allowances
Fully paid insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
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
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
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2026-01-17
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