Wealth Management Advisor: Grow High-Net-Worth Portfolios

Northwestern Mutual; Connecticut; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits package for 0

Flexible work environment and autonomy

Job summary

Northwestern Mutual in Connecticut seeks experienced Financial Advisors and Wealth Management professionals to join Stamford, Westport, and Fairfield offices. You will partner with high-net-worth individuals and families to develop comprehensive financial strategies using our planning platform and risk management solutions, delivering personalized advice that adapts to clients' evolving goals.

Ideal candidates have established experience in financial services and are ready to accelerate growth

Qualifications

• 3+ years of experience in financial advisory or related financial services role.
• Proven ability to acquire new clients and grow a book of business.
• Strong consultative, relationship management, and business development skills.
• Excellent communication and presentation abilities.
• Series 7 and Series 66 licenses and Life and Health Insurance License preferred.

Responsibilities

• Develop and maintain trusted relationships with high-net-worth individuals, families, and business owners
• Deliver comprehensive financial planning and wealth management solutions tailored to each client's goals and objectives
• Create customized recommendations across investments, retirement planning, insurance, estate planning, education funding, and tax-efficient wealth strategies
• Grow and manage a book of business through referrals, networking, and strategic business development initiatives
• Collaborate with Northwestern Mutual's network of specialists, including investment professionals, attorneys, accountants, and advanced planning teams
• Conduct regular portfolio and financial plan reviews to ensure alignment with clients' changing needs
• Provide exceptional client service while maintaining a fiduciary and client-first mindset

Skills

Client relationship management

Business development

Communication skills

Consultative selling

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license

Life and Health Insurance License

Job description

Northwestern Mutual in Connecticut seeks experienced Financial Advisors and Wealth Management professionals to join Stamford, Westport, and Fairfield offices. You will partner with high-net-worth individuals and families to develop comprehensive financial strategies using our planning platform and risk management solutions, delivering personalized advice that adapts to clients' evolving goals.

Ideal candidates have established experience in financial services and are ready to accelerate growth