Wealth Management Advisor

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, one of Northwestern Mutual’s top-performing firms, is looking for a motivated, relationship-driven professional to join our growing team as a Financial Advisor. This is an opportunity to build a career in financial planning and wealth management with the backing of an established, high-performing team. You’ll be coached and mentored by experienced advisors and leaders at RisePoint Wealth Partners surrounded by a team committed to your development and success. Unlike a traditional entrepreneurial opportunity, this role offers a competitive base salary while you develop your expertise, build meaningful client relationships, and grow your career

Why RisePoint Wealth Partners?

When you join RisePoint Wealth Partners, you’re not building a career alone.

You’ll have access to:

• Direct coaching and mentorship from experienced financial professionals


• A competitive base salary plus performance-based compensation opportunities


• The resources, reputation, and stability of Northwestern Mutual


• A high-performing team environment with a strong culture of collaboration and accountability


• Ongoing training and support as you build your financial planning expertise


• The opportunity to learn alongside successful advisors and leaders


• A clear path to grow your career and take on greater responsibility over time

What You’ll Do

As a Financial Advisor, you’ll help individuals, families, and business owners make confident decisions about their financial futures.

You will:

• 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 unique 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 your knowledge, skills, and expertise through ongoing coaching and professional development

Who We’re Looking For

We’re less focused on where you’ve been and more interested in what you’re capable of becoming.

This opportunity could be a great fit for someone with experience in:

• Sales or business development


• Account management or client relationship management


• Consulting or professional services


• Banking or financial services


• Healthcare, education, or another relationship-driven profession


• Leadership, athletics, or another high-performance environment

The ideal candidate is:

• Highly coachable and eager to learn


• A strong communicator who genuinely enjoys connecting with people


• Driven, accountable, and motivated by personal growth


• Curious about people and interested in understanding what matters most to them


• Comfortable setting goals and taking action to achieve them


• Excited by the opportunity to build something meaningful


• Committed to doing the right thing for clients and earning their trust

Compensation & Benefits

• Competitive base salary


• Performance-based compensation and incentive opportunities


• Comprehensive medical, dental, and vision insurance


• 401(k) retirement plan with company support


• Paid time off and holidays


• Licensing, training, and professional development support


• Dedicated coaching and mentorship


• Access to RisePoint Wealth Partners team, resources, and expertise


• Career advancement opportunities