What are the responsibilities and job description for the Wealth Management Advisor (Training Included) position at Northwestern Mutual?
Our Northwestern Mutual Radnor firm is seeking two professionals to join our growing practice. Our representatives strive to understand their clients' goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.
You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.
PERKS AT A GLANCE:
RESPONSIBILITIES
- Connecting with potential clients; being sensitive to their needs and true desires
- Serve as the connection to your clients and collaborate with our financial planning team, mentors, and specialists to developing tailored solutions
- Training and guidance from our leadership team and individual mentors*
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
- Provide ongoing support and service for your clients
DESIRED SKILLS & QUALIFICATIONS
- 4-year College Degree or higher
- A pleasant attitude and dependable judgment
- Values of integrity and honesty
- Excellent communicator and relationship builder
- Ability to work independently with a go-getter mindset*
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 $70,000-100,000 in their first year, and there is potential for much more. Here are the averages for everyone at our office:
Average
~ Years 1-4 --> $115,670
~ Years 5 --> $633,061
- Growth and Leadership Opportunities
- #1 Women's team in the Northeast
- Sponsorship of Licensing/Credentialing
- Stipends
- Expense Allowance
- Comprehensive Medical Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
Compensation is 100% commission. In addition, you may become eligible for the following benefits:
- · Commission structure to support early development
- · Bonus programs and Production Allowance
- · Support for insurance licensing, SIE, Series 6, Series 63, CFP®
- · Retirement Package and Pension Plan
- · Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- · Family Planning
Why join Northwestern Mutual:
- #90, Fortune 100 company (2021) Forbes' Best Employers for Diversity (2018-2020) Top 10 US Independent Broker-Dealers #1 Amongst Life Insurers Most Admired Companies for Financial Soundness Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $224 billion (retail investment client assets held or managed)
Job Type: Full-time
Pay: $90,000.00 - $165,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission pay
Work setting:
- Hybrid work
- Office
Ability to commute/relocate:
- Wayne, PA 19087: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Work Location: Hybrid remote in Wayne, PA 19087
Salary : $90,000 - $165,000