Wealth Managment Trainee

4 weeks ago

Wellesley, United States Northwestern Mutual Full time

Wealth Management Trainee's at Northwestern Mutual – Wellesley, MA are here to help clients reach their financial goals by developing and curating individual financial plans for clients. In this career, our Wealth Management Trainee's show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there in the future. As you build your financial planning practice, you bring together the right strategies for clients to guide them every step of the way. Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.


Have you ever thought of starting your own business but not sure how to get started? We see most successful representatives have typically reached a ceiling in their profession and are looking for a career change where they can translate their talents and skills elsewhere. Our most successful advisors possess an entrepreneurial spirit, a coachable mentality, experience in sales, strong self-motivation, strong interpersonal and communication skills, and show interest in business or finance.


You will gain access to:

  • A world-class training program to help you get started.
  • Ongoing professional training from mentors, directors and coaches throughout your career.
  • A culture that ensures a healthy work/life balance, collaboration, and diversity as well as recognition and awards.
  • Career growth opportunities with management and leadership potential.

Qualifications:

  • 4-year degree; or equivalent professional work experience
  • An entrepreneurial spirit and desire to manage your own business.
  • History of success in sales, athletics, customer services or client-facing roles
  • Excellent written and communication skills
  • Self-motivated, coachable, goal-oriented and enthusiastic presence, and a desire for continuous learning
  • Excellent time-management skills
  • Legal authorization to work in the US without sponsorship.

Compensation & Benefits:

  • Commission based pay package
  • Sponsorship of Licensing and Credentialing
  • Retirement Package and Pension Plan
  • Comprehensive Medical Coverage
  • Expense allowance


If interested, please apply or send your resume to me directly at eric.hershelman@nm.com

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