Wealth Management Advisor

Northwestern Mutual; Connecticut; Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Job summary

Northwestern Mutual is seeking Wealth Management Advisors in Stamford, Westport, and Fairfield, CT to build their own practice with the backing of a Fortune 100 company.

You will work with individuals, families, and business owners to craft comprehensive financial plans, retirement strategies, estate planning, and wealth accumulation. This hybrid role blends client service with business development in a supportive, growth-oriented environment.

Qualifications

• Strong communication and interpersonal skills are essential for building trust with clients.
• Self-motivation and accountability drive long-term career success in financial services.
• Bachelor's Degree or equivalent professional experience is preferred.
• Licensing in FINRA and/or insurance is advantageous.

Responsibilities

• Build long-term relationships with individuals, families, and business owners.
• Understand client goals and priorities and translate them into financial plans.
• Deliver personalized guidance and exceptional service.
• Design customized financial strategies and retirement plans.
• Implement investment and wealth accumulation strategies.
• Assist with estate and legacy planning needs.
• Develop your practice through referrals, networking, and community involvement.
• Forge professional relationships within the Fairfield County market.

Skills

Strong communication

Interpersonal skills

Self-motivation

Accountability

Education

Bachelor's Degree or equivalent professional experience

FINRA Licenses

Insurance Licenses

Job description

Build a Business. Make an Impact. Create Your Legacy.

Full-Time | In-Office with Hybrid Transition

Locations: Stamford, CT | Westport, CT | Fairfield, CT

THE OPPORTUNITY

Northwestern Mutual Fairfield County is seeking ambitious, relationship-driven professionals who want to build a meaningful career helping individuals, families, and business owners achieve financial security.

As a Wealth Management Advisor, you'll have the opportunity to develop your own practice while being supported by the strength, resources, and backing of a Fortune 100 company.

This role combines: Financial Planning

WHAT YOU'LL DO

Client Relationship Management

• Build long-term relationships with individuals, families, and business owners
• Understand client goals and priorities
• Deliver personalized guidance and exceptional service
• Design customized financial strategies
• Support retirement planning objectives
• Implement investment and wealth accumulation strategies
• Assist with estate and legacy planning needs

Business Development

• Build your practice through referrals, networking, and community involvement
• Develop professional relationships within the Fairfield County market
• Create ongoing opportunities through trusted client relationships

WHO THRIVES HERE?

Successful advisors are often former:

• Business Development Executives
• Bankers
• Consultants
• Military Veterans
• Community Leaders

The common denominator isn't financial experience. It's the ability to build trust, develop relationships, and create opportunities.

QUALIFICATIONS

Required

• Strong communication and interpersonal skills
• Self-motivation and accountability
• Desire to build a long-term career

Preferred

• Bachelor's Degree or equivalent professional experience
• Sales, consulting, banking, or client-facing experience
• Existing professional network in Fairfield County
• FINRA and/or Insurance Licenses

TRAINING & DEVELOPMENT

Northwestern Mutual provides:

• Dedicated mentorship
• Licensing sponsorship
• Advanced planning technology
• Investment and insurance specialists

COMPENSATION & BENEFITS

• First-year launch stipend and 3-year training allowance
• Client transition support for eligible candidates
• Long-term renewal income opportunities
• Medical, dental, vision, and retirement benefits
• Flexibility to build your own practice

WHY NORTHWESTERN MUTUAL?

• More than 165 years of financial strength
• Industry-leading client retention
• Entrepreneurial career path with institutional support
• Culture of mentorship, growth, and professional excellence

LOCATION REQUIREMENTS

We are solely considering candidates who currently reside within Fairfield County and surrounding Connecticut communities, or candidates with definitive plans to relocate to the area.