Wealth Management Advisor

Northwestern Mutual - Twin Cities; BLOOMINGTON (MN); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Medical, dental, vision insurance

401(k) retirement plan with company

Paid time off and holidays

Licensing, training, and professional

Dedicated coaching and mentorship

Career advancement opportunities

Job summary

RisePoint Wealth Partners, backed by Northwestern Mutual, is seeking a motivated Financial Advisor to help individuals, families, and business owners plan their financial futures. You’ll receive coaching and mentorship from experienced professionals in a high-performing team environment.

You’ll build meaningful client relationships and develop personalized financial strategies while contributing to a culture of collaboration, accountability, and ongoing professional development.

Qualifications

• Demonstrated ability to build meaningful client relationships and understand client goals.
• Willingness to learn from experienced professionals and be mentored.
• Strong communication and networking capabilities to develop referrals.

Responsibilities

• 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 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 knowledge, skills, and expertise through ongoing coaching and professional development.

Skills

Communication

Relationship building

Coachability

Networking

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