Northwestern Mutual: Wealth Management Advisor

Princeton Mercer Chamber; Princeton (NJ); On-site; USD 60,000 - 90,000; Full time

Job summary

Princeton Mercer Chamber is seeking energetic individuals to launch and grow their own Financial Planning Practice with backing from a Fortune 500 company. You’ll enjoy flexibility to set your schedule while building a scalable practice.

Initial years focus on coaching clients, recruiting a team, and passing required licensing exams. Later years expand leadership roles, ongoing education, and enhanced retirement and insurance benefits.

Qualifications

• Must have a high level work ethic, resiliency, and ability to market yourself.
• 2 years of management experience are preferred but not required.

Responsibilities

• Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financial goals.
• Learn how to attract and build a team.
• Pass Exams: Life, Health, SIE, Series 7, Series 63 and Series 6
• Explore leadership and mentor roles.
• Continue running and building your own Financial Planning Practice.
• Further your personal education with continued licensing.
• Responsibilities for Year 3 through Retirement: Leadership and growth opportunities discussed in the interview process.
• Benefits include Medical, Dental, Vision and Life & Disability Insurance; Mental Health support; Maternity/Paternity; Retirement Package; Pension Options; Series 7 and other support.

Skills

Entrepreneurial mindset

Strong work ethic

Resiliency

Marketing yourself

Team building

Education

Licensing exams: Life, Health, SIE, Series 7, Series 63, Series 6

Job description

If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, flexibility to make their own schedule, and still have the luxury to be backed by a Fortune 500 Company.

While 2 years of management experience is preferred, it is not needed. What is a MUST, is someone who has a high level work ethic, a strong sense of resiliency and the ability to market themselves.

Responsibilities for Year 1:

• Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals.
• Learn how to attract and build a team.
• Pass Exams: Life, Health, SIE, Series 7, Series 63 and Series 6

Responsibilities for Year 2:

• Explore leadership and mentor roles.
• Continue running and building your own Financial Planning Practice.
• Further your personal education with continued licensing.

Responsibilities for Year 3 through Retirement

are unique to the individual and within their control. Leadership and additional growth opportunities will be discussed in the interview process.

• Medical, Dental, Vision and Life & Disability Income Insurance
• Mental Health and Well-Being support options
• Maternity and Paternity
• Retirement Package
• Pension Options
• Series 7, investment licenses, CFP and more support and sponsorship