Wealth Manager with Military Background

2 weeks ago


Baton Rouge, Louisiana, United States Wheeler District of Northwestern Mutual Full time
Job Overview

As a Wealth Manager with the Wheeler District of Northwestern Mutual, you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

  • Evaluating clients' financial needs and goals to recommend appropriate insurance products.
  • Developing personalized insurance plans that align with clients' long-term financial strategies.
  • Establishing and maintaining strong relationships with clients, offering continuous support and advice as their needs evolve.
  • Staying informed about the latest insurance products and industry trends to provide clients with the best options available.
  • Ensuring all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a motivated and experienced Wealth Manager to join our team. If you have a passion for helping others and a strong background in financial services, we encourage you to apply for this exciting opportunity.

Benefits:

  • Strong earnings potential, with a first year stipend and unlimited variable compensation based on outcomes achieved.
  • Significant bonus opportunity commiserate with outcomes.
  • Dental insurance.
  • Health insurance.
  • Life insurance.
  • Retirement plan.
  • Vision insurance.

Requirements:

  • Bachelor's degree (preferred).

Earnings Potential:

  • High end: $115K+ in the first year.

Long-Term Earnings Potential:

  • Average of career advisors (5+ years): $450K annually.
  • Top 25%: $1M annually.

Top 10%: $2M annually.



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