Financial Advisor: Mentored Path to Wealth Planning

Northwestern Mutual-Twin Cities; BLOOMINGTON (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Direct coaching and mentorship

Competitive base salary

Medical, dental, and vision insurance

401(k) retirement plan

Paid time off and holidays

Licensing, training, and professional,

Job summary

RisePoint Wealth Partners, a Northwestern Mutual firm, seeks a motivated Financial Advisor to build client relationships and guide financial planning decisions with the support of an established, high-performing team.

You’ll receive coaching, mentorship, and a clear path to grow your career while delivering tailored wealth-management solutions to individuals, families, and business owners.

Qualifications

• Coachable and eager to learn
• Strong communicator who enjoys connecting with people
• Driven and accountable with a growth mindset
• Curious about people and what matters to them
• Able to set goals and take action
• Excited to build meaningful client relationships

Responsibilities

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

Job description

RisePoint Wealth Partners, a Northwestern Mutual firm, seeks a motivated Financial Advisor to build client relationships and guide financial planning decisions with the support of an established, high-performing team.

You’ll receive coaching, mentorship, and a clear path to grow your career while delivering tailored wealth-management solutions to individuals, families, and business owners.