Northwestern Mutual is a rapidly growing, integrated financial services firm. We proudly represent the 160-year tradition of Northwestern Mutual, which has recently been recognized as one of the largest and fastest growing Broker/Dealers in the industry. The rapid growth of our firm brings an opportunity to join one of Northwestern Mutual’s premier teams as a Wealth Management Advisor.

POSITION RESPONSIBILITIES

Meet with existing clients to develop advisory plans and provide explanations of investment strategies

Handle strategic client questions directly and help decision making for specific client scenarios

Effectively communicate with the team, prioritizing time-sensitive tasks

Monitor multiple systems to ensure a successful, compliant, and service-orientated client experience

Monitor and review clients' investment portfolios, making adjustments as necessary to align with clients’ goals and market conditions.

Educate clients about financial options and strategies, helping them make informed decisions.

Build and maintain strong relationships with clients through regular communication and follow-ups.

Maintain detailed records of client interactions, financial plans, and recommendations.

POSITION QUALIFICATIONS

Bachelor’s degree and/or equivalent work experience

5 – 15 years experience in wealth management or related field

Fully securities licensed with Series 7, 66 (or 6 and 63), and SIE

Life, Accident & Health insurance licensed

CFP® designation preferred, or willingness to obtain it

Ability to work with a high degree of accuracy in handling detailed work with high level of focus

Strong organizational & time management skills with ability to set priorities & meet deadlines

Ability to maintain a high degree of confidentiality

Efficient communicator with both clients and team members