Wealth Management Advisor

1 month ago


king of prussia, United States Northwestern Mutual Full time

Northwestern Mutual -Eastern Pennsylvania 


LIVE LIFE DIFFERENTLY 


French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Wealth Management Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities. 


Here, you'll have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. And, as you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life, you'll be solidifying your own financial future, too. Hard work is valued here, rewarded with opportunities for growth and exceptional income potential. 


 


Do you want a company that values varied experiences and perspectives? 


Do you think hard work should be recognized and rewarded? 


Are teamwork and collaboration important to you? 


Are you looking for a fast-paced, highly productive environment? 


 


DAY TO DAY: 


1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.   


2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.   


3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.   


4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.   

 


ARE YOU RIGHT FOR THIS OPPORTUNITY? 


  • Entrepreneurial ambitions  
  • History of success in sales, athletics, military, client services, or client-facing roles  
  • Excellent time-management skills  
  • Desire for continuous learning & growth   
  • Proven leadership skills   
  • 4 Year Degree: (Preferred)   
  • Financial Concepts: 1 year (Preferred) 
  • License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred) 
  • Legal authorization to work in the US without sponsorship (Required) 

 


COMPENSATION AND BENEFITS 


  • Commission structure to support early development  
  • Start-up funding to support early development   
  • Renewable income  
  • Bonus programs and expense allowances  
  • Sponsored designations and investment licenses  
  • Comprehensive medical coverage 
  • Two company-funded retirement plans (pension plan and 401k plan) 
  • Group life and disability insurance 
  • Flex Programs 
  • Childcare/Eldercare 
  • Parental Leave 

 


COMPANY ACCOLADES 


Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry.38 times, Northwestern Mutual has earned that distinction. 


Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine. 


Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry. 


Northwestern Mutual has always received the highest financial strength ratings from all four major rating services: 


  • M. Best: A++ 
  • Fitch Ratings: AAA 
  • Standard & Poor’s: AAA 
  • Moody’s Investors Service: AAA 

 


LOCATIONS: 


  • King of Prussia, PA 
  • West Chester, PA 
  • Philadelphia, PA 
  • Harrisburg, PA 
  • Lancaster, PA 
  • Lehigh Valley, PA 
  • Scranton, PA 
  • State College, PA 

 


 



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