Wealth Management Advisor

Northwestern Mutual; Cleveland (OH); On-site; USD 70,000 - 250,000; Full time

Benefits offered by this job

Training and mentorship

Commission-based earnings

Renewal income

Retirement plan

Health insurance

Parental benefits

Job summary

Northwestern Mutual in Cleveland is seeking motivated individuals to build a financial advisory practice with entrepreneurial freedom. You will help clients achieve financial security through comprehensive planning, insurance, investments, and retirement solutions.

We provide national training, mentorship, and support to help you grow a sustainable business with flexible earning potential, ongoing development, and a collaborative team environment.

Qualifications

• 4-year bachelor’s degree or equivalent professional work experience.
• Entrepreneurial ambitions, passion for sales, management, leadership, and business ownership, with a desire to leave a lasting legacy.
• History of success in relationship-building or client-facing roles.
• Desire for continuous growth and collaboration.
• Proficient critical thinking and communication competencies and networking.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Help clients achieve financial security through comprehensive planning.
• Provide long-term financial planning solutions including insurance, investments, and retirement planning.
• Build and manage client relationships and expand the client base.
• Partner with mentorship program to develop as a business owner.

Skills

Entrepreneurial mindset

Sales experience

Leadership

Communication

Networking

Education

Bachelors degree or equivalent professional work experience

Job description

If you're tired of feeling undervalued, micromanaged or restrained by the limitations of traditional roles, now is your chance to explore being a part of our growing team and chart your own course. At our firm here in Cleveland, we believe in empowering our advisors to drive meaningful change and build a sustainable career as an entrepreneur.

A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients ranging from individuals, families, and business owners. Our financial and wealth management advisors provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.

This Opportunity May Be a Fit for You If You Have...

• 4-year bachelors degree; or equivalent professional work experience.
• Entrepreneurial ambitions, passion for sales, management, leadership, and business ownership, with a desire to leave a lasting legacy,
• History of success in relationship-building or client-facing roles.
• Desire for continuous growth and collaboration.
• Proficient critical thinking and communication competencies and networking.
• Legal authorization to work in the US without sponsorship.

Don't Have a Background in Finance?

That is ok! Majority of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you within our mentorship program until you are ready to do it on your own. We are looking for individuals with a history of success in their career, college athletics or have a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.

What a Career with Northwestern Mutual Offers You?

• Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.
• Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.
• Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
• Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.
• Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.
• Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• NM-Funded Retirement Package and Pension Plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

How Do You Get Paid?

This is a commission based career with additional revenue streams provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. To give you an idea, our financial professionals in the first year of the business earn on average about $70K to $250k.

Why Join Northwestern Mutual?

• Fortune 100 Company
• #1 Among Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
• Northeast Ohio Top Workplaces 2024 & 2025 & 2026 - Plain Dealer

Candidates must be local to one of the following office locations:

• Flats in Cleveland, Ohio
• Crocker Park in Westlake, Ohio

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.