Wealth Management Advisor — Training, Growth & Impact

Northwestern Mutual; Boise (ID); On-site; USD 64,000 - 392,000; Full time

Benefits offered by this job

Group Life and Disability Insurance

Financial Licensing Support (Life, SIE

Series 6/63/CFP licensing guidance

Bonus Programs

Job summary

Northwestern Mutual is seeking individuals to join its Wealth Management Advisor program, offering comprehensive training, mentoring, and access to a Fortune 500 platform. You will build client relationships through in-person and virtual prospecting, crafting financial strategies that help clients meet their goals, with robust licensing and ongoing education provided.

The role emphasizes a supportive mentorship network and leadership opportunities, with performance-based compensation and

Qualifications

• Self-starter with initiative and drive.
• Proven history of success in sales, leadership, or related roles.
• Strong interpersonal and networking skills for relationship building.

Responsibilities

• Develop new client relationships through in-person and virtual prospecting, including networking, referrals, introductions, community involvement, social media, and speaking opportunities.
• Understand client goals, priorities, and concerns to create personalized financial strategies.
• Deliver exceptional client experience while adhering to firm standards, regulatory requirements, and ethical practices.
• Collaborate with mentor and training team to create, execute, and refine business plans to grow the network office.
• Foster a collaborative office culture built on trust, respect, accountability, and feedback.
• Participate in ongoing professional development and complete required trainings/licensing to maintain registrations.
• Leverage client support resources to focus on relationship building and service.
• Benefit from a broad support network from local office to home office while maintaining independence.
• Engage in bonus programs and group life/disability insurance offerings.

Skills

Self-starter

Proven history of success

Strong interpersonal & networking

Work authorization (US)

Job description

Northwestern Mutual is seeking individuals to join its Wealth Management Advisor program, offering comprehensive training, mentoring, and access to a Fortune 500 platform. You will build client relationships through in-person and virtual prospecting, crafting financial strategies that help clients meet their goals, with robust licensing and ongoing education provided.

The role emphasizes a supportive mentorship network and leadership opportunities, with performance-based compensation and