Wealth Management Advisor - Build Your Practice & Earn

Wyomingvalleychamber

Moosic (Lackawanna County)

On-site

USD 55,000 - 98,000

Full time

14 days+

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Benefits offered by this job

401(k)
Health insurance
Life insurance
Referral program
Vision insurance

Job summary

Northwestern Mutual – Eastern Pennsylvania is seeking individuals to join our Wealth Management Advisor program, helping clients create financial plans and translate goals into strategies. You'll build a personal practice with mentor support, comprehensive training, and opportunities for growth and earnings potential.

No financial experience is required; we provide training, coaching, and development. A 4-year degree or equivalent experience is expected, with emphasis on customer service,

Qualifications

  • No financial experience required. We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor program.
  • 4-year College Degree or equivalent experience
  • Prior sales and/or business experience preferred
  • Someone who is proactive and focused on providing excellent customer service
  • Someone who has a history of professional success
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Strong interpersonal management skills, and are a self-starter who is motivated to become an executive

Responsibilities

  • Making calls to prospective clients and meeting with them
  • Learning in depth with clients and prospects to help formulate financial strategies
  • Developing tailored solutions for each client
  • Training and coaching from people who are experts in management and executives in the financial field

Skills

Communicator
Verbal skills
Written skills
Interpersonal skills
Customer service
Self-starter
Proactive
Executive potential

Education

4-year College Degree or equivalent experience

Job description

Northwestern Mutual – Eastern Pennsylvania is seeking individuals to join our Wealth Management Advisor program, helping clients create financial plans and translate goals into strategies. You'll build a personal practice with mentor support, comprehensive training, and opportunities for growth and earnings potential.

No financial experience is required; we provide training, coaching, and development. A 4-year degree or equivalent experience is expected, with emphasis on customer service,

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