Wealth Management Advisor

3 days ago

St Cloud, United States Northwestern Mutual Full time

Do you feel stuck in your current role but want more out of your career?

Do you want more control over your calendar so you can focus on your family?

Do you have a BIG WHY and VISION for you life?

Have you always wanted to be a business owner but didn't know how/where to start?


If you're passionate about helping others achieve their financial goals and are looking for a challenging and rewarding career in financial planning and investment management, we encourage you to apply for this position


Our district in St. Cloud, Minnesota is seeking a highly motivated and driven individual to join our team as a Wealth Management Advisor at Northwestern Mutual. As a Wealth Management Advisor, you'll build your own financial planning practice where you'll have the opportunity to impact your clients in a real way and have unlimited earning potential. You will be able to control your calendar, your income and your future.


Responsibilities:

  • Build and maintain long-term relationships with clients by providing financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Meet regularly with clients to review their financial plans and make adjustments as necessary
  • Generate new business through networking and referrals


At Northwestern Mutual, we're committed to providing our Wealth Management Advisors with the best possible training and support to help them succeed. Our award-winning training programs and mentorship culture are designed to help you build your skills and knowledge in financial planning and investment management. In addition, our highly collaborative culture encourages teamwork and knowledge sharing, so you'll have access to a network of experienced professionals who can provide guidance and support as you grow in your role.


Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 7, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning


You could be right for this opportunity if you have:

  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to analyze complex financial data
  • Demonstrated ability to build and maintain client relationships
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship


About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.


Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.


Our Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes


Why join Northwestern Mutual:

  • Fortune 97 company (2023)
  • Unsurpassed Financial Strength with total company assets of $290 billion
  • 96% of policy owners stay year after year
  • Forbes' Best Employers for Diversity (2018-2023)
  • Top 10 US Independent Broker-Dealers, Financial Advisor Magazine
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
  • $224 billion (retail investment client assets held or managed)
  • Industry leader in total dividend payout with over $6 billion.


Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.


The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

  • Wealth Management Advisor

    4 days ago

    St. Cloud, United States Northwestern Mutual Full time

    Do you feel stuck in your current role but want more out of your career?Do you want more control over your calendar so you can focus on your family?Do you have a BIG WHY and VISION for you life?Have you always wanted to be a business owner but didn't know how/where to start?If you're passionate about helping others achieve their financial goals and are...

  • Senior Manager, Wealth Advisor

    3 weeks ago

    St Louis, United States The Charles Schwab Corporation Full time

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Wealth Advisor, Manager, Advisor, Wealth, Senior, Banking

  • PWM Private Wealth Advisor

    4 weeks ago

    St Louis, United States U.S. Bancorp Full time

    U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit, insurance, charitable givi Wealth Advisor, Wealth, Private, Strategic Advisor, Client Relations, Advisor

  • Wealth Coordinator

    2 weeks ago

    St Louis, United States Gatewood Wealth Solutions Full time

    Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. The Wealth Coordinator position is an exciting opportunity to collaborate with a planning-centric...

  • Senior Manager, Wealth Advisor

    3 weeks ago

    ST LOUIS, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Senior Manager, Wealth Advisor

    3 weeks ago

    ST Louis, MO, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and...

  • Wealth Management Advisor

    2 months ago

    St George, United States U.S. Bancorp Full time

    At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative, and successful financial institutions, and have con Management, Advisor, Wealth, Financial Planning, Investment, Banking, Sales

  • Lead Product Manager

    2 weeks ago

    St Louis, United States Wells Fargo Full time

    The Client Relationship Group (CRG) Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to enable growth across WIMs full-ser Product Manager, Wealth, Manager, Investment, Management, Product Management, Banking, Business Services

  • Senior Manager, In-House Advisor Team

    1 month ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is responsible for the on-going management of the investment services program at Cetera...

  • Senior Manager, In-House Advisor Team

    3 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is responsible for the on-going management of the investment services program at Cetera...

  • Senior Manager, In-House Advisor Team

    4 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description At Cetera, we embrace a competitive market with tenacity and sincerity, and our sales team embodies this through various channels within our organization. We are currently seeking to add to add a Senior Manager to our Advisor team. The Sales Supervisor is responsible for the on-going management of the investment services program at Cetera...

  • HR Generalist

    2 weeks ago

    St Cloud, United States Waste Management , Inc. Full time

    Why Work for WM?Stability. Growth. People-First Culture. About the Field HR Advisor RoleAs a member of the WM People organization, the Field HR Generalist / Advisor provides tactical, responsive HR support to individual contributors in assigned business units and/or functions. You'll be the first point of contact and trusted advisor for employee relations...

  • HR Generalist

    7 days ago

    St Cloud, United States Waste Management , Inc. Full time

    Why Work for WM? Stability. Growth. People-First Culture. About the Field HR Advisor Role As a member of the WM People organization, the Field HR Generalist / Advisor provides tactical, responsive HR support to individual contributors in assigned business units and/or functions. You'll be the first point of contact and trusted advisor for employee relations...

  • HR Generalist

    2 weeks ago

    St Cloud, United States Waste Management , Inc. Full time

    Why Work for WM? Stability. Growth. People-First Culture. About the Field HR Advisor Role As a member of the WM People organization, the Field HR Generalist / Advisor provides tactical, responsive HR support to individual contributors in assigned business units and/or functions. You'll be the first point of contact and trusted advisor for employee relations...

  • Counsel for Regulatory and Wealth Management

    1 month ago

    St. Louis Park, United States Old National Bank Full time

    Overview Old National Bancorp (“Old National”) is the holding company of Old National Bank, which is the sixth largest commercial bank headquartered in the Midwest. With approximately $49 billion of assets and $28 billion of assets under management, Old National ranks among the top 30 banking companies headquartered in the . Tracing our roots to...

  • Counsel for Regulatory and Wealth Management

    4 weeks ago

    St. Louis Park, United States Old National Bank Full time

    Overview Old National Bancorp (“Old National”) is the holding company of Old National Bank, which is the sixth largest commercial bank headquartered in the Midwest. With approximately $49 billion of assets and $28 billion of assets under management, Old National ranks among the top 30 banking companies headquartered in the . Tracing our roots to...

  • Senior Financial Advisor

    4 weeks ago

    St Louis, United States Farther LLC Full time

    Job Description Job Description Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management,...

  • Wealth Strategist II

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • FP&A Manager

    1 week ago

    St Louis, United States Wells Fargo Full time

    About this role: Wells Fargo is seeking a Finance Manager to lead the FP&A team for the Client Relationship Group in Wealth & Investment Management (WIM) as part of Wells Fargo Advisors. In this role, you will: Manage and develop a team focused on core financial processes, including budgeting, forecasting, financial and metric reporting, and operating and...

  • Senior Product Manager

    2 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    This position will follow our hybrid work model; we expect candidates to be two days in-office and three days work-from-home at our St. Petersburg, FL, office location. Job Summary This associate will operate within the Advisor Technology group, which is focused on delivering tools and applications that support the advisor and support staff's day-to-day...