Wealth Management Advisor: Grow Your Practice

Northwestern Mutual; Bend (OR); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k)

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid training

Parental leave

Vision insurance

Job summary

Northwestern Mutual in Bend, Oregon, is seeking a Wealth Management Advisor to help clients build secure, personalized financial plans. This full-time position offers uncapped income potential through commissions and performance bonuses, along with award-winning training to develop a successful advisory practice.

Ideal candidates often come from sales or business backgrounds; no prior financial services experience is required, as extensive training is provided to develop client networks and

Qualifications

• BA or BS degree preferred.
• Prior sales and/or business experience and possess a history of personal and professional success.
• Prior financial services experience not needed -- extensive training platform provided.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Sales experience

Business development

Financial planning

Education

Bachelor's degree

Job description

Northwestern Mutual in Bend, Oregon, is seeking a Wealth Management Advisor to help clients build secure, personalized financial plans. This full-time position offers uncapped income potential through commissions and performance bonuses, along with award-winning training to develop a successful advisory practice.

Ideal candidates often come from sales or business backgrounds; no prior financial services experience is required, as extensive training is provided to develop client networks and