Private Wealth Advisor

Northwestern Mutual; California; On-site; USD 70,000 - 75,000; Full time

Job summary

Join a forward-thinking company as a Private Wealth Advisor, where your role is pivotal in attracting and servicing clients with personalized financial planning. This position emphasizes building strong relationships through networking and client engagement, ensuring their financial goals are met through comprehensive planning. You'll leverage your expertise to guide clients on investment opportunities and financial strategies while enjoying a competitive compensation structure, including base salary and bonuses. If you're passionate about finance and client success, this role offers a dynamic environment to thrive.

Benefits

Medical insurance

Vision insurance

Disability insurance

401(k) plan

Full benefits package

Qualifications

• Experience in sales and client service roles is essential.
• Preferred qualifications include CLU, ChFC, or CFP designations.

Responsibilities

• Attract and develop a client base through networking.
• Conduct annual reviews to ensure clients' financial goals are on track.

Skills

Sales Development

Client Relationship Management

Financial Planning

Networking

Lead Generation

Education

CLU designation

ChFC designation

CFP designation

Job description

3 days ago Be among the first 25 applicants

Direct message the job poster from Northwestern Mutual

Director of Centralized Talent Department and Employee Engagement | Northwestern Mutual

The Private Wealth Advisor is responsible for attracting and servicing clients with financial planning needs by integrating a holistic planning approach. This individual will meet with current clients while also attracting new prospective clients to the firm.

Responsibilities:

Client Acquisition (80%):

·Attracts, pursues, and develops a client base by networking and growing relationships with potential clients

·Elicits referrals from existing clients and network

Client Relationship Development (20%):

·Services current clients by conducting annual review meetings to ensure financial goals are on track

·Conducts client meetings to develop a deep and clear understanding of clients’ financial goals and needs

·Gathers client information and prepares financial plans and recommendations based off the clients’ best interests

·Acts as a subject matter expert in relation to Northwestern Mutual financial products and recommendations

·Prepares and modifies plan analyses and investment/advisory proposals

·Recommends fund portfolio options.

·Discusses potential rollover opportunities from other retirement plans for variable and mutual funds

·Participates in annual business planning meetings with the leadership team

·Participates in weekly, monthly, and quarterly team meetings

·Utilizes system reports to track personal performance and sales opportunities while keeping the team informed of results and progress of goals

Qualifications:

·CLU, ChFC, or CFP designation preferred

·Demonstrated experience in sales/business development/client service or client-facing roles

·Demonstrated ability to generate qualified leads independently (hunter mentality)

·Previous relevant financial services industry experience

Compensation Structure: $70,000 - $75,000 Base + quarterly bonuses (revenue share/insurance commissions) + full benefits package

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

Disability insurance

401(k)

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