Wealth Management Advisor Training Program
Northwestern Mutual
Madison, WI US
Posted ago
Northwestern Mutual

Wealth Management Advisor Training Program

We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You’ll be part of an enterprising system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we’ll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Who We Are: Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.

With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Responsibilities
  • Make tailored financial plans for each client that suit their evolving needs
  • Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
  • Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice and strategic product, plan, and investment recommendations
  • Expand our prospective customer base and market our financial products through referrals
Qualifications
  • Openness to learning about the financial industry and our various products and offerings
  • Bachelor’s degree in business administration, finance, or other related field is recommended but not required
  • Should have the ability to market yourself and network with potential clients
  • Excellent interpersonal and communication skills with integrity and a strong work ethic
Compensation
$62,000 - $102,000 yearly
About Northwestern Mutual

Our team partners with Northwestern Mutual to impact families through financial planning and services. Our vision is to attract high integrity professionals to positively impact this mission and culture. We help build a vision in the unknown, build relationships, and guide candidates through our mutual selection process. Let's set up a meeting to see if it's a good fit!

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