Wealth Management Advisor

Northwestern Mutual / Lakefront Capital; Cleveland (OH); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Competitive grid rates

Production-based compensation

Bonus programs

Continuing education support (CFP, ChF

Retirement Package

Medical, Dental, Vision, Life, and DI

Family Planning

Job summary

Northwestern Mutual Cleveland is seeking a Wealth Management Advisor to help clients live better by delivering personalized financial planning and advisory services within a Fortune 100 framework.

You will build client relationships, expand knowledge through ongoing education, and influence investment decisions while owning the growth and management of your advisory practice.

Qualifications

• 4-year degree from an accredited institution.
• MBA preferred.
• CFA preferred.

Responsibilities

• Build knowledge of NM financial products and market trends; develop relationships and grow business.
• Expand knowledge and business through ongoing education; use assistive software, reporting tools, and illustrations.
• Influence clients to action; aid clients in selecting approved investments for advisory accounts.
• Own development and management of the business; review and maintain client financial plans.

Education

4-year degree from an accredited institution

MBA preferred

CFA preferred

Job description

Wealth Management Advisor

Wealth Management Advisors at Northwestern Mutual Cleveland help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days assisting clients in finding financial solutions with help from our best-in-class investment teams and products.

Enhance your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience (PX) - Education Funding - Investment & Advisory Services - Trust Services - Asset & Income Protection - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

As a Northwestern Mutual Wealth Management Advisor:

1. Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.

2. Expand and Enhance—Expand your knowledge and your business through ongoing education and development opportunities. Enhance the client experience using assistive software, reporting tools, and illustrations.

3. Influence—Drive clients to action through expert influence and recommendations. As a portfolio manager, aid clients in selecting approved client investments for investment advisory accounts.

4. Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

• Competitive grid rates
• Production-based compensation
• Bonus programs and expense allowances
• Support for continuing education; e.g. CFP®, ChFC®, RICP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• 4-year degree from an accredited institution; MBA preferred
• 10+ years of investment advisory experience
• CFA preferred
• Series 7 and Series 63 or 66
• Rolling 12-month gross investment fees and commission of $138,500+
• Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 100 company (2021)
• Forbes' Best Employers for Diversity (2018-2020)
• Top 10 US Independent Broker-Dealers1
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion3 (retail investment client assets held or managed)