Wealth Management Advisor - with Full Training & Development Program

Remote, USA Full-time
About the positionResponsibilities• 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-builderBenefits• 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
Apply Now
Back to Home