Wealth Management Advisor - with Full Training & Development Program

Northwestern MutualReno, NV
455d$35,000 - $150,000Remote

About The Position

The Wealth Management Advisor position at Northwestern Mutual offers a comprehensive training and development program aimed at equipping individuals with the skills necessary to provide expert financial guidance. This role focuses on helping clients achieve financial security through personalized planning and services, while also allowing advisors to control their schedules and income potential based on their efforts and ambitions.

Requirements

  • Bachelor's Degree
  • Experience with professional networking, sales, and/or lead generation
  • Business-minded and entrepreneurial
  • Skilled relationship-builder

Responsibilities

  • Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses.
  • Offer services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
  • Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
  • Communicate with clients on Northwestern Mutual financial products and financial market trends with the support of the firm's network of financial specialists, training, and mentoring opportunities.
  • Build and maintain client bases, keep current client financial plans up-to-date, and build a portfolio of new clients on an ongoing basis.

Benefits

  • Commissions and Renewal Revenues
  • Weekly Activity Stipends
  • New Client and Client Retention Bonuses
  • Comprehensive Medical Coverage
  • Retirement Package; Pension Plan
  • Group Life Insurance and Disability Income Insurance
  • Sponsorship of Licensing (Life & Health Insurance, SIE, Series 6 & 63, CFP, etc.)
  • Dental insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Insurance Carriers and Related Activities

Education Level

Bachelor's degree

Number of Employees

1,001-5,000 employees

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