Wealth Management Associate

2 months ago

Wellesley Hills, United States Northwestern Mutual Full time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:


  • Grow your client base by making new connections, maintaining a strong referral network, 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


On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:


Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis


Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.


We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.


Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.


To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.


Compensation & Benefits

  • Performance-based earnings and revenue:
  • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)Additional income structure to support training and early development


  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
  • Certified Financial Planner® licensing support2
  • 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


You could be right for this opportunity if you have:

  • 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

  • Wealth Advisor

    4 weeks ago

    Wellesley, United States Diversified Financial Management Full time

    Company DescriptionSince 1986, Diversified Financial Management (DFM) has been dedicated to helping clients achieve financial independence through thoughtful financial planning techniques and a long-term investment approach. With a focus on fostering a collaborative employee culture and supporting personal and professional development, DFM serves clients...

  • Diversified Financial Management | Wealth Advisor | wellesley, ma

    4 weeks ago

    wellesley, United States Diversified Financial Management Full time

    Company DescriptionSince 1986, Diversified Financial Management (DFM) has been dedicated to helping clients achieve financial independence through thoughtful financial planning techniques and a long-term investment approach. With a focus on fostering a collaborative employee culture and supporting personal and professional development, DFM serves clients...

  • Wealth Management Professional

    1 week ago

    Wellesley, Massachusetts, United States Equitable Advisors LLC Full time

    Company OverviewWe are Equitable Advisors LLC, a respected wealth management firm with a proven track record in the industry. Our mission is to help our clients secure their financial well-being and provide them with confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that...

  • Wealth Management Client Associate

    2 weeks ago

    Beverly Hills, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Wealth Management Client Associate

    2 weeks ago

    Beverly Hills, CA, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and...

  • Wealth Management Associate

    2 months ago

    wellesley hills, United States Northwestern Mutual Full time

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized,...

  • Compliance Manager

    4 weeks ago

    East Hills, United States Blue Ocean Wealth Solutions Full time

    Branch Compliance Manager - Compliance Department Blue Ocean Wealth Solutions, LLC East Hills, NY Blue Ocean Wealth Solutions, LLC helps people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement and Employee Benefits. Home to a top-notch team of diverse Financial Professionals,...

  • Wealth Management Specialist

    3 weeks ago

    Bloomfield Hills, Michigan, United States Bank of America Full time

    Wealth Management Specialist - Career AdvancementEstimated salary: $65,000 - $85,000 per year.About the Role:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Wealth Management Specialist, you will play a key role in supporting our Financial Advisors to develop and enhance existing...

  • Wealth Relationship Officer

    1 month ago

    Beverly Hills, United States HSBC Full time

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our...

  • Private Bank Wealth Management Professional

    3 weeks ago

    Short Hills, New Jersey, United States Citigroup Inc Full time

    Citigroup Inc. is seeking a highly skilled Private Bank Wealth Management Professional to join our team in Short Hills, New Jersey. The successful candidate will be responsible for building and managing relationships with ultra-high net worth clients, providing investment advice and solutions, and leveraging existing client relationships to introduce new...

  • Sr. Wealth Regional Trust Consultant

    2 months ago

    Holly Hills, United States Charles Schwab Full time

    Position Type: RegularYour opportunity The Senior Wealth Regional Trust Consultant is responsible for collaborating both with internal and external partners to identify, develop and acquire new business opportunities, primarily focusing on Ultra High Net Worth trust relationships for Charles Schwab Trust Company. This individual will serve as a subject...

  • Financial Advisor

    1 month ago

    East Hills, United States Blue Ocean Wealth Solutions Full time

    Blue Ocean Wealth Solutions, LLC, a MassMutual FirmAt Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning. As a Financial Advisor, you will work closely with clients to...

  • Private Wealth, Top Family Office Wellesley

    2 weeks ago

    Wellesley, MA, United States Andsimple Full time

    Responsibilities Build and maintain strong relationships with top notch family offices and UHNW clientsUnderstand clients’ investment needs and propose appropriate solutions, providing expert advice and guidanceIdentify and source new opportunities for AUM growth and client acquisition through existing network, business development, referral partnership,...

  • Director, Lead AI Engineer, Office of Chief Investment Officer

    2 months ago

    Wellesley, United States SLC Management Full time

    SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1300 organizations. Our history of organic and strategic growth reflects this commitment with over...

  • Trading Associate

    1 month ago

    Beverly Hills, United States Checchi Capital Full time

    Who we are Checchi Capital Advisers, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.1B in AUM. By fostering an inclusive environment and promoting professional...

  • Trading Associate

    1 month ago

    Beverly Hills, United States Checchi Capital Full time

    Who we areChecchi Capital Advisers, LLC is a rapidly growing wealth management firm with an innovative platform providing tax-efficient, transparent and globally diversified investments for select clients who share our values and objectives. CCA currently manages over $2.1B in AUM. By fostering an inclusive environment and promoting professional development,...

  • Insurance Risk Management Coordinator

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Deland, Gibson Insurance Associates Inc. Full time

    Deland, Gibson Insurance Associates Inc. is a Massachusetts-based insurance agency established in 1900. We are seeking an Insurance Risk Management Coordinator to join our team.About UsWe thrive as a trusted advisor for our client base, maintaining our identity as an industry-leading insurance and risk management advisor throughout subtle name changes over...

  • Trading Associate

    1 month ago

    Beverly Hills, United States Selby Jennings Full time

    We are searching for a dynamic Trading Associate to join our trading team. The trading team executes a high volume of trades in equity, fixed income and option securities for our separately managed accounts, generates and maintains performance data for our clients and strategies and supports the quarterly client reporting process. In addition, as a Trading...

  • Trading Associate

    1 month ago

    Beverly Hills, United States Selby Jennings Full time

    We are searching for a dynamic Trading Associate to join our trading team. The trading team executes a high volume of trades in equity, fixed income and option securities for our separately managed accounts, generates and maintains performance data for our clients and strategies and supports the quarterly client reporting process. In addition, as a Trading...

  • Associate Director, Private Fixed Income

    7 months ago

    Wellesley, United States Sun Life Full time

    Job Description : Associate Director, Private Fixed Income – SLC Management What’s in it for you: SLC Management is seeking an integral member of a high performing investment team who are experts in investment grade private credit. The Associate Director role on the Private Fixed Income – Corporate Private Placement team will be responsible for...