Wealth Management Advisor | Career Changers Welcome to Apply

Northwestern Mutual; Philadelphia (Philadelphia County); On-site; USD 90,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Vision insurance

Significant bonus opportunity

Job summary

A leading financial services company in Philadelphia is seeking a Wealth Management Advisor. This role involves building direct relationships with clients and developing comprehensive financial plans. Ideal candidates will have a bachelor's degree and strong communication skills. The job offers unlimited growth potential in a supportive environment, with significant bonus opportunities and extensive benefits, including health and life insurance.

Qualifications

• Strong interpersonal and communication skills are essential.
• Analytical thinking is required to develop financial plans.
• Ability to build trust and rapport with clients is crucial.

Responsibilities

• Engage with clients to understand their financial goals.
• Develop comprehensive financial plans including investments and insurance.
• Recommend and implement insurance strategies to protect clients' assets.
• Monitor clients' financial plans and make necessary adjustments.
• Build and maintain a network of clients through referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Building trust and rapport

Education

Bachelor's degree

Job description

Wealth Management Advisor | Career Changers Welcome to Apply

Be among the first 25 applicants. This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $250,000.00/yr

Additional compensation types

Annual Bonus and Commission

Transition Your Career Expertise into Financial Services with Northwestern Mutual – Philadelphia!

Leverage Your Background for a Rewarding Career:

• Build Direct Client Relationships: Professionals are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
• Make a Meaningful Impact: Guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, you can help clients secure their financial futures and improve their lives.
• Unlimited Growth Potential: As a career changing professional understanding important decisions, understand that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
• A Rewarding Career Path: Transition to a career where you can build long‑term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using many professional skills to navigate the financial landscape.

Our thriving office is located at: 1818 Market Street

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Benefits:

• Significant bonus opportunity commensurate with outcomes.
• Health insurance.
• Life insurance.
• Vision insurance.
• Local culture of support and positive recognition.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Seniority level: Not Applicable

Employment type: Full‑time

Job function: Finance and Sales