Wealth Management Advisor
📋 Role Overview & Responsibilities
NORTHWESTERN MUTUAL – Wealth Management AdvisorCOMPANY ACCOLADESNorthwestern 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: AAAStandard & Poor’s: AAAMoody’s Investors Service: AAA
Our work environment includes:Modern office settingGrowth opportunitiesPaid training
Financial Advisors - COMPENSATION AND BENEFITSExceptional income potentialComprehensive & competitive medical coverageTwo company-funded retirement plans (pension plan and 401k plan)Group life and disability income insuranceFlex Programs · Childcare/EldercareMaternity/ Paternity leave
Why Northwestern Mutual?Considering a career in the financial services industry? At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.Financial Advisor careers provide what many people desire professionally:Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Wealth Management Advisors Day-to-Day:Developing your professional network; connecting with clients & client prospectsBuilding rapport with prospects to understand in depth their financial goals, needs and concernsDeveloping recommendations and tailoring solutions to each client’s needsCollaborating with experts to develop financial acumen and expertiseWealth Management Advisors Career Options:Specialize in a certain field or specialty market and build your credentialsExplore a variety of leadership paths while continuing your personal practiceTeaming with other financial advisor practicesFinancial Advisors Desired Skills and ExperienceWe welcome both entry level and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials.4-year College Degree or equivalent experiencePrior sales and/or business development experience preferredEntrepreneurial mindsetStrong interpersonal management skills requiredStrong communication skills required
Job Type: Full-timeSalary: $110,000.00 - $160,000.00 per yearAverage~ Years 1-4 --> $115,670~ Years 5+ --> $633,061
Wealth Management Advisor - BENEFITS & *COMPENSATION
We support our team with an excellent compensation and benefits package. Earn compensation through stipends, commissions, bonuses, repeat business, and client retention. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average between $110,000-160,000 in their first year, and there is potential for much more.
Benefits:401(k)401(k) matchingDental insuranceFlexible scheduleFlexible spending accountHealth insuranceHealth savings accountLife insuranceParental leaveProfessional development assistanceRetirement planVision insurance
Schedule:Monday to Friday
Supplemental pay types:Bonus opportunitiesPerformance-based pay
Ability to commute/relocate:Philadelphia, PA 19103: Reliably commute or planning to relocate before starting work (Required)Work Location: In-office, required for minimum of 1.5 years.
Education:Bachelor (Required)
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