Financial Advisor: Mentored Path in Wealth Planning

Northwestern Mutual Group; BLOOMINGTON (MN); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Medical, dental, vision insurance

401(k) retirement plan with company

Paid time off and holidays

Licensing, training, and professional

Dedicated coaching and mentorship

Career advancement opportunities

Job summary

RisePoint Wealth Partners, backed by Northwestern Mutual, is seeking a motivated Financial Advisor to help individuals, families, and business owners plan their financial futures. You’ll receive coaching and mentorship from experienced professionals in a high-performing team environment.

You’ll build meaningful client relationships and develop personalized financial strategies while contributing to a culture of collaboration, accountability, and ongoing professional development.

Qualifications

• Demonstrated ability to build meaningful client relationships and understand client goals.
• Willingness to learn from experienced professionals and be mentored.
• Strong communication and networking capabilities to develop referrals.

Responsibilities

• Build meaningful, long-term relationships with clients and prospective clients.
• Learn to understand clients’ goals, priorities, and financial concerns.
• Develop comprehensive financial strategies designed around each client’s needs.
• Deliver an exceptional client experience through proactive communication and ongoing guidance.
• Develop new relationships through referrals, networking, community involvement, and relationship-building.
• Collaborate with experienced advisors, specialists, and team members to deliver comprehensive solutions.
• Continue developing knowledge, skills, and expertise through ongoing coaching and professional development.

Skills

Communication

Relationship building

Coachability

Networking

Job description

RisePoint Wealth Partners, backed by Northwestern Mutual, is seeking a motivated Financial Advisor to help individuals, families, and business owners plan their financial futures. You’ll receive coaching and mentorship from experienced professionals in a high-performing team environment.

You’ll build meaningful client relationships and develop personalized financial strategies while contributing to a culture of collaboration, accountability, and ongoing professional development.