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Full job description
Wealth Management Advisor
When getting started on Wall Street it's important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We're going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families, and Individuals (No previous finance experience required).
Think about a goal that you've accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients.
Wealth Management Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.
You'll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you'll help them protect what they've worked so hard to achieve while also growing their assets for the future.
A CAREER WITH ENDLESS OPPORTUNITIES.
This is a commission-based career which includes stipends, training allowance and bonuses. Tri-Harbor hires you under a W-2 statutory employee contract with full benefits. Our contract allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial advisors are making on average $130,048 in years 1-4, and $627,247 on average 5+ years. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.
Desired Skills and Experience
- Bachelor's degree Required
- Preferred: CFA | CFP | J.D. | Ivy League Undergrad | College / Professional Athlete
- Relationship building, communication, sales, negotiation, or client-facing skills
- History of professional success: career changers, business owners, traders
Additionally, Northwestern Mutual is committed to offering its Wealth Management Advisors a comprehensive compensation and benefits program as well as:
- Leadership Opportunities
- Access to one-on-one Mentorship
- Personal Assistant
- Sponsorship of Licensing/Credentialing
- Development Stipends
- Expense Allowance
- Comprehensive Medical Coverage (Dental and Vision included)
- Retirement Package; Pension Plan
Job Type: Full-time
Pay: $82,000.00 - $114,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
- Profit sharing
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work setting:
- In-person
- In the field
- Office
