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Wealth Management Advisor

2 months ago

Poughkeepsie, New York, United States Northwestern Mutual Full time
Job Overview

Wealth Management Advisor


At Northwestern Mutual, our Wealth Management Advisors empower clients to achieve financial security and peace of mind through tailored financial strategies. As independent business owners, they dedicate their time to building client relationships and identifying financial solutions with the support of our top-tier training, mentorship, and innovative products. Here, your efforts translate into meaningful rewards.


Our prestigious training program provides you with the knowledge, skills, and development tools necessary for success in this profession. With access to a network of nationwide mentors and leaders, you will be equipped with resources to enhance your financial acumen, including but not limited to:


Comprehensive Planning - Asset Protection - Educational Funding - Investment Advisory - Trust Services - Retirement Planning - Business Analysis


As a Wealth Management Advisor at Northwestern Mutual:
1. Develop—Focus on expanding your client base by nurturing relationships within your network and gaining insights into NM financial offerings and market dynamics.
2. Educate—Advance your knowledge beyond initial training through sponsored licensing and continuous professional development. Utilize advanced software, reporting tools, and visual aids to inform clients about potential financial strategies.
3. Influence—By presenting clients with opportunities for protection and growth, you will motivate them to take action through expert guidance and recommendations.
4. Own—Take charge of your business development and management as you refine your expertise and build a team. Regularly review and enhance client financial plans, ensuring you provide the best advice tailored to their needs.


Compensation & Benefits

• Commission framework designed to support initial growth

• Ongoing income potential

• Incentive programs and expense reimbursements

• Assistance with insurance licensing, SIE, Series 6, Series 63, CFP, and more

• Retirement savings plan and pension options

• Health, Dental, Vision, Life, and Disability Insurance

• Family Planning Services


You may be a great fit for this role if you possess:

• A four-year degree or equivalent professional experience

• Entrepreneurial spirit

• Proven success in sales, athletics, military, client services, or similar roles

• Strong time-management abilities

• Commitment to lifelong learning

• Legal authorization to work in the US without sponsorship


Are you prepared to transform your life and positively impact your clients' futures?


About Northwestern Mutual
For over 160 years, we have been dedicated to helping our clients lead fulfilling lives through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products, enabling our clients to navigate their financial journeys successfully.
Our customized approach incorporates various financial strategies—insurance, investments, and annuities—designed to work in harmony, keeping our clients on track to achieve their goals. We pride ourselves on our financial strength and our access to the finest products and services available for our clients.
Our Wealth Management Advisors are esteemed partners and proud business owners. We foster an inclusive environment where diverse perspectives contribute to our collective success.

Why consider a career with Northwestern Mutual:

• Recognized as a Fortune 100 company

• Featured in Forbes' Best Employers for Diversity

• Ranked among the Top 10 US Independent Broker-Dealers

• #1 Most Admired Life Insurer for Financial Soundness

• Acknowledged as a Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index

• $224 billion in retail investment client assets managed