Wealth Management Advisor
4 weeks ago
Unlimited Impact, Uncapped Income and Independence
Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
THE OPPORTUNITY
· Building and managing client relationships by offering personalized, industry-leading solutions to help them
protect what they’ve worked so hard to achieve while growing their assets for the future.
· Establishing a book of business through organic, sustainable, client-focused growth by building rapport,
maintaining communication, and fostering long-term relationships.
· Develop rapport with clients and foster long-term relationships.
· Be knowledgeable about Northwestern Mutual financial products and financial market trends.
· Integrating into the #1 district in the entire company for new advisor growth and development.
· Leveraging the strength of our team to address individual client concerns and needs.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
· Nationally ranked training program to launch your career
· Mentorship and professional development training throughout your entire career
· Development stipends and expense allowance
· Sponsorship of Licensing/Credentialing
· Leadership opportunities
· Leading industry products and solutions built on an integrated technology platform
· Full heath benefits, group disability, retirement plans and an equity stake
· A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
· A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
DESIRED SKILLS & EXPERIENCE
· College-educated, Bachelor’s degree required
· Candidate must be an accomplished communicator with strong verbal and written communication skills
· Prior sales and/or business development experience preferred
· Self-starter mindset preferred
We are actively seeking candidates with different backgrounds and work experiences, including but not limited to:
· Sales: B2B/B2C or Inside/Outside Sales
· Executive leadership
· Community Influencers
· Financial Management, insurance and financial services
· Former athletes
· Military background
Why join Northwestern Mutual:
· #90, Fortune 100 company
· Forbes' Best Employers for Diversity
· Top 10 US Independent Broker-Dealers*
· #1 Amongst Life Insurers Most Admired Companies** for Financial Soundness
· Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index
· $224 Billion*** (retail investment client assets held or managed)
*Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
**To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
***Combined client assets of NMIS and NMWMC as of June 30, 2021 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
-
Wealth Advisor
2 months ago
New York, United States Gpac Full timeATTENTION WEALTH ADVISORSAre you passionate about making a difference in people's lives through financial empowerment? We're seeking a talented and experienced Wealth Advisor! You'll have the opportunity to work closely with clients, understanding their unique financial goals, and crafting personalized strategies to help them achieve success. You can work...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Bank of Montreal Full timeJob Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Private Wealth Advisor
2 months ago
New York, United States Suncap Technology Full timePrivate Wealth AdvisorOur Wealth Advisors build substantial, enduring practices around client segments for which they feel a genuine passion. Wealth Advisors serve as financial confidants, initially attracting clients to our firm and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth. As part of clients’...
-
Senior Financial Advisor
4 weeks ago
New York, New York, United States Altfest Personal Wealth Management Full timeJob Title: Senior Financial AdvisorAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We prioritize...
-
Senior Wealth Advisor
4 weeks ago
New York, New York, United States Harrison Gray Search & Consulting Full timeUnlock Your Potential as a Senior Wealth AdvisorHarrison Gray Search & Consulting is seeking a skilled and ambitious Senior Wealth Advisor to join our team. As a pioneering member of our advisor team, you will have the opportunity to make a significant impact on the company and shape the future of wealth management.About the Role:We are looking for a highly...
-
Senior Wealth Advisor
3 weeks ago
New York, New York, United States UCare Staffing, LLC Full timeJob DescriptionWe are seeking a seasoned wealth advisor to join our dynamic team at UCare Staffing, LLC. As a Senior Wealth Advisor, you will be responsible for delivering tailored financial strategies to our clients.Key Responsibilities:Proven experience in wealth managementStrong client relationship skillsA passion for delivering tailored financial...
-
Private Wealth Management Advisor
3 weeks ago
New York, New York, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify prospective clients and cultivate referral...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Corient Full timeAbout the RoleWe are seeking a skilled Wealth Advisor to join our team at Corient. As a Wealth Advisor, you will be responsible for developing and implementing comprehensive wealth plans for our clients, providing exceptional value-added service, advice, and deliverables to assigned client families.Key ResponsibilitiesDevelop and implement wealth plans for...
-
Wealth Management Advisor
4 weeks ago
New York, New York, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...
-
Wealth Management Advisor
3 weeks ago
New York, New York, United States Northwestern Mutual Full timeJoin a Team of Financial ExpertsWe are seeking a highly motivated and driven individual to join our team as a Wealth Management Advisor. As a key member of our team, you will work closely with clients to create personalized financial plans that address their unique needs and goals.About the RoleAs a Wealth Management Advisor, you will be responsible...
-
Senior Financial Advisor
4 weeks ago
New York, New York, United States Altfest Personal Wealth Management Full timeAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We place the client at the core of everything we...
-
Private Wealth Management Advisor
4 weeks ago
New York, New York, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Private Wealth Advisor, you'll play a key role in enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A...
-
Wealth Management Advisor
4 weeks ago
Sioux City, Iowa, United States Northwest Bank Full timeJob Title: Wealth AdvisorAt Northwest Bank, we are seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing expert financial guidance and investment advice to our clients, helping them achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive...
-
Leadership Development Program
3 days ago
New Canaan, United States Silver Spring Wealth Management - Northwestern Mutual Full timeChance to work with a world class - award winning team! Financial Advisor – Wealth Management Advisor TrackBrand new office location!Come join our team in New Canaan, Connecticut!For over 160 years, Northwestern Mutual advisors have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise...
-
Senior Wealth Strategist
3 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeAt Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...
-
Financial Advisor: Wealth Management Specialist
3 weeks ago
New York, New York, United States Northwestern Mutual Full timeJob Title: Financial Advisor: Wealth Management TrackAbout the Role:We are seeking a highly motivated and experienced Financial Advisor to join our team at Northwestern Mutual. As a Financial Advisor, you will be responsible for building a book of business, understanding and analyzing the financial market to help your clients meet their financial goals, and...
-
Senior Financial Advisor
3 weeks ago
New York, New York, United States Spark Talent HQ LLC Full timeAbout the RoleThe Senior Financial Advisor plays a pivotal part in shaping the future of FinTech-powered wealth management. This high-impact position offers the chance to thrive in a dynamic environment, actively managing client portfolios and relationships.Key Responsibilities• Cultivate new client relationships and support business development...
-
Wealth Management Specialist
4 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...
-
Associate Wealth Advisor
3 weeks ago
Johnson City, Tennessee, United States Carson Group Holdings, LLC Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Carson Wealth. As a key member of our Diamond Team, you will play a vital role in ensuring exceptional client experiences and career growth opportunities.The ideal candidate will possess excellent communication, technical, and social skills, with a...