Financial Advisor/Wealth Management Advisor

Northwestern Mutual; Connecticut; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package for 0

Flexible work environment and autonomy

Job summary

Northwestern Mutual in Connecticut seeks experienced Financial Advisors and Wealth Management professionals to join Stamford, Westport, and Fairfield offices. You will partner with high-net-worth individuals and families to develop comprehensive financial strategies using our planning platform and risk management solutions, delivering personalized advice that adapts to clients' evolving goals.

Ideal candidates have established experience in financial services and are ready to accelerate growth

Qualifications

• 3+ years of experience in financial advisory or related financial services role.
• Proven ability to acquire new clients and grow a book of business.
• Strong consultative, relationship management, and business development skills.
• Excellent communication and presentation abilities.
• Series 7 and Series 66 licenses and Life and Health Insurance License preferred.

Responsibilities

• Develop and maintain trusted relationships with high-net-worth individuals, families, and business owners
• Deliver comprehensive financial planning and wealth management solutions tailored to each client's goals and objectives
• Create customized recommendations across investments, retirement planning, insurance, estate planning, education funding, and tax-efficient wealth strategies
• Grow and manage a book of business through referrals, networking, and strategic business development initiatives
• Collaborate with Northwestern Mutual's network of specialists, including investment professionals, attorneys, accountants, and advanced planning teams
• Conduct regular portfolio and financial plan reviews to ensure alignment with clients' changing needs
• Provide exceptional client service while maintaining a fiduciary and client-first mindset

Skills

Client relationship management

Business development

Communication skills

Consultative selling

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life and Health Insurance License

Job description

Northwestern Mutual

Full-Time

About the Opportunity

Northwestern Mutual is seeking experienced Financial Advisors and Wealth Management Professionals to join our growing Stamford, Westport, and Fairfield, CT offices.

As a Wealth Management Advisor, you will partner with individuals, families, executives, business owners, and professionals to develop comprehensive financial strategies designed to help them build, preserve, and transfer wealth. Leveraging Northwestern Mutual's industry-leading planning platform, investment capabilities, and risk management solutions, you will deliver personalized advice that adapts to clients' evolving financial goals.

This opportunity is designed for advisors who have established experience in financial services and are looking to accelerate the growth of their practice with the support of a nationally recognized wealth management firm.

Whether your expertise lies in investments, retirement planning, insurance planning, estate strategies, or holistic financial planning, Northwestern Mutual provides the resources, technology, and institutional support to help you deepen client relationships and expand your business.

What You'll Do

• Develop and maintain trusted relationships with high-net-worth individuals, families, and business owners


• Deliver comprehensive financial planning and wealth management solutions tailored to each client's goals and objectives


• Create customized recommendations across investments, retirement planning, insurance, estate planning, education funding, and tax-efficient wealth strategies


• Grow and manage a book of business through referrals, networking, and strategic business development initiatives


• Collaborate with Northwestern Mutual's network of specialists, including investment professionals, attorneys, accountants, and advanced planning teams


• Conduct regular portfolio and financial plan reviews to ensure alignment with clients' changing needs


• Provide exceptional client service while maintaining a fiduciary and client-first mindset

Qualifications

Required

• 3+ years of experience in financial advisory, wealth management, financial planning, private banking, insurance planning, or a related financial services role


• Demonstrated success building and maintaining client relationships


• Proven ability to acquire new clients and grow a book of business


• Strong consultative, relationship management, and business development skills


• Excellent communication and presentation abilities

Preferred

• Series 7 and Series 66 licenses


• Life and Health Insurance License


• Experience serving affluent, high-net-worth, or business-owner clientele


• Bachelor's degree preferred

Why Northwestern Mutual

Northwestern Mutual combines the entrepreneurial freedom of building your own practice with the resources and support of one of the most respected firms in financial services.

Our advisors benefit from:

• Industry-leading financial planning technology


• Comprehensive investment and wealth management platform


• Dedicated planning, investment, and underwriting specialists


• Marketing and business development support


• Professional growth and leadership opportunities


• Flexible work environment and autonomy in managing your practice


• Competitive compensation with uncapped earning potential


• Comprehensive benefits package for eligible advisors

Compensation

This role offers a highly competitive compensation structure designed to reward experienced advisors for client acquisition, relationship management, and long-term business growth.

Compensation includes:

• Performance-based incentives


• Uncapped commissions


• Renewals and recurring revenue opportunities


• Leadership and practice growth incentives

Compensation is commensurate with experience, licensing, and production history.

About Northwestern Mutual

For over 165 years, Northwestern Mutual has helped clients achieve financial security through a holistic approach to financial planning. With industry-leading financial strength, a comprehensive wealth management platform, and billions of dollars in assets under management, Northwestern Mutual empowers advisors to help clients make informed decisions across all stages of life.

Our mission is to help people gain clarity and confidence in their financial future while providing advisors with the resources, technology, and support needed to build thriving practices.

Ideal Backgrounds

We encourage conversations with professionals from:

• Wealth Management


• Asset Management


• Insurance and Retirement Planning


• Business Development within Financial Services


• Relationship Management

Locations:

Stamford, CT – Westport, CT – Fairfield, CT

Applicants should be local to Fairfield County, CT, Westchester County, NY, or seeking to move to the area imminently.