Wealth Management Advisor - with Full Training & Development Program
About the position 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. Requirements • Bachelor's Degree • Experience with professional networking, sales, and/or lead generation • Business-minded and entrepreneurial • Skilled relationship-builder 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 Apply tot his job