Current jobs related to Wealth Management Advisor - St Cloud - Northwestern Mutual

  • Wealth Management Advisor

    3 months 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...

  • Financial Advisor

    2 months ago

    St. Petersburg, United States Suncoast Wealth Solutions Full time

    Suncoast Wealth Solutions (SWS) has a new and exciting opportunity available for a Financial Advisor located in Tampa, Florida.If you have an entrepreneurial spirit, a passion to grow your own business, and enjoy helping people reach their financial goals; then perhaps this is the opportunity you’ve been waiting for.While focusing on State Employees and...

  • Financial Wealth Strategist

    4 weeks ago

    St Louis, Missouri, United States Gatewood Wealth Solutions Full time

    Position OverviewGatewood Wealth Solutions is in search of a proficient and committed Wealth Planner to enhance our operations. This role presents a unique opportunity to work alongside a team of advisors focused on planning, dedicated to shaping, safeguarding, and realizing the financial aspirations of our clients.Key ResponsibilitiesAchieve a thorough...

  • Private Wealth Advisor

    4 hours ago

    St George, United States The Anderson Search Group Full time

    The Anderson Search Group has been retained by the premier financial institution in Salt Lake City to identify a Wealth Advisor for their St. George market to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's over 60% market share...

  • Wealth Management Advisor

    4 weeks ago

    St. Augustine, Florida, United States DLP Capital Full time

    As a Wealth Management Advisor, you will be instrumental in delivering exceptional service to affluent clients of DLP Capital, addressing their comprehensive banking and lending requirements. This position involves collaboration with the bank's affiliate networks.Qualifications:• Minimum of 5 years in financial services, directly engaging with High Net...

  • Wealth Management Advisor

    5 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

  • Financial Planner

    4 hours ago

    St. Petersburg, United States Suncoast Wealth Solutions Full time

    Unlock Your Potential as a Financial AdvisorSuncoast Wealth Solutions is seeking a motivated and entrepreneurial Financial Advisor to join our team in Tampa, Florida. As a Financial Advisor, you will have the opportunity to build a successful business while helping individuals achieve their financial goals.We are looking for individuals who possess a...

  • Wealth Management Consultant

    4 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to redefine the finance sector collaboratively.As a Wealth Management Consultant, you will be at the forefront of our operations, serving as a reliable partner to our...

  • Wealth Management Consultant

    4 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Wealth Management Consultant, you will be at the center of our operations, serving as a trusted...

  • Senior Wealth Strategist

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Strategist to join our High Net Worth Team at Edward Jones. As a key member of our team, you will play a critical role in providing strategic guidance and support to our senior planners and financial advisors in serving high net worth clients with complex needs.Key...

  • Wealth Strategist II

    4 weeks ago

    St Louis, 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...

  • Senior Wealth Strategist

    4 weeks ago

    St Louis, 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...

  • Wealth Strategist I

    4 weeks ago

    St Louis, United States Edward Jones Full time

    Opportunity Overview Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning? What about experience supporting Financial Advisors? If you answered yes to these questions, the Wealth Strategist role could be the right opportunity for...

  • Senior Wealth Strategist

    2 weeks ago

    St Louis, 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...

  • Senior Wealth Strategist

    4 weeks ago

    St Louis, 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...

  • Senior Wealth Strategist

    2 weeks ago

    St Louis, 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...

  • Business Development Representative

    2 weeks ago

    St. Louis, Missouri, United States Gatewood Wealth Solutions Full time

    Job SummaryWe are seeking a highly motivated and results-driven Business Development Specialist to join our team at Gatewood Wealth Solutions. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key ResponsibilitiesLead...

  • Wealth Strategist I

    1 month ago

    St Louis, 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...

  • Chief Operating Officer

    2 weeks ago

    St. Petersburg, United States Jobot Full time

    About UsWe are a leading wealth management platform for independent registered investment advisors (RIAs). Our company, Jobot, is dedicated to providing a unique and innovative approach to wealth management.Why Join Us?We offer a strong company culture, premium health, dental, and vision benefits, a base salary, incentive bonus, and equity opportunities. Our...

  • Client Relationship Specialist

    1 day ago

    St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...

Wealth Management Advisor

3 months 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.