Wealth Management Advisor

Northwestern Mutual-Ruhl Financial Group; Princeton (NJ); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Mental Health Support

Retirement Package

Health Insurance

Life Insurance

Job summary

A leading financial services company in Princeton, NJ, is seeking individuals to build their own Financial Planning Practice. Successful candidates will have the opportunity to control their schedules and make a significant impact in clients' lives. The role requires a Bachelor's degree, strong work ethic, and resiliency. Responsibilities include guiding clients toward financial goals and mentoring a team. This role offers a hybrid work environment and multiple benefits including insurance and retirement plans.

Qualifications

• Preferred 2 years of management experience, flexibility to learn.
• Ability to market oneself effectively.
• Must pass licensing exams.

Responsibilities

• Build your Financial Planning Practice to guide clients toward their goals.
• Attract and build a team for business.
• Pursue further personal education with licensing.

Skills

High work ethic

Resiliency

Self-marketing ability

Education

Bachelor's degree

Job description

Overview

If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, control to make their own schedule, and still have the luxury to be backed by a Fortune 500 Company.

While 2 years of management experience is preferred, it is not needed. What is a MUST, is someone who has a high-level work ethic, a strong sense of resiliency and the ability to market themselves.

Responsibilities

Year 1

• Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals.
• Learn how to attract and build a team.
• Pass Exams: Life, Health, SIE, Series 63, Series 6 and Series 7

Year 2

• Explore leadership and mentor roles.
• Continue running and building your own Financial Planning Practice.
• Further your personal education with continued licensing.

Year 3 through Retirement

are unique to the individual and within their control. Leadership and growth opportunities will be discussed in the interview process.

• Hybrid Working Environment - in person expectation 4 days per week for new advisors.
• Medical, Dental, Vision and Life & Disability Income Insurance
• Mental Health and Well-Being support options
• Maternity and Paternity
• Retirement Package
• Pension Options
• Series 7, investment licenses, CFP and more support and sponsorship.
• Health insurance
• Life insurance

Education

• Bachelor's (Required)

License/Certification

• Driver's License (Required)

Ability to Commute

• Princeton, NJ 08540

Requirements for Onboarding

• Drug test

*DOD SkillBridge Candidates Encouraged to Apply*

https://www.northwesternmutual.com/post-military-careers/