Wealth Management Advisor

Northwestern Mutual; Connecticut; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Retirement benefits

Ongoing professional development

Flexible practice building autonomy

Job summary

Northwestern Mutual is seeking a driven Wealth Management Advisor in Fairfield County, CT. In this role, you will build long-term relationships with clients, helping them achieve financial security through personalized planning and investment strategies.

Ideal candidates hold a Bachelor's degree and possess excellent communication skills. The position offers comprehensive training, access to advanced tools, and the opportunity to build a long-term career in financial services.

Qualifications

• Bachelor’s degree required, preferably in Finance, Business, or Economics.
• Strong interpersonal skills for relationship building.
• Entrepreneurial mindset and self-motivation.

Responsibilities

• Develop and maintain client relationships through financial planning.
• Design tailored financial plans based on clients’ goals.
• Educate clients on financial products and market trends.
• Network and build client base through outreach.
• Monitor client portfolios and adjust recommendations.
• Collaborate with specialists to provide comprehensive solutions.

Skills

Strong interpersonal and relationship-building skills

Excellent communication and presentation skills

Entrepreneurial mindset

Ability to manage time effectively

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

Role Type: Full-Time l In-Office with Hybrid transition

Northwestern Mutual Fairfield County is seeking a driven, entrepreneurial professional to join our team as a Wealth Management Advisor. In this role, you will build long‑term relationships with clients and help them achieve financial security through holistic planning, investment strategies, and risk management solutions.

This position offers the opportunity to grow your practice backed by a nationally recognized brand, comprehensive training, and industry‑leading resources.

Key Responsibilities

• Develop and maintain strong, long‑term client relationships through personalized financial planning
• Design and implement tailored financial plans based on clients’ goals and life stages
• Educate clients on financial products, market trends, and planning strategies
• Prospect and network to build a client base through referrals, events, and outreach
• Monitor client portfolios and proactively adjust recommendations as needed
• Collaborate with internal specialists (investment, insurance, tax, and estate experts) to deliver comprehensive solutions
• Stay informed on market developments, regulatory changes, and product offerings

Conduct in‑depth financial needs analyses, including:

• Investment strategies
• Risk management and insurance solutions
• Estate and wealth transfer planning

Qualifications

• Bachelor’s degree required (Finance, Business, Economics, or related field preferred)
• Strong interpersonal and relationship‑building skills
• Entrepreneurial mindset with a high level of self‑motivation
• Excellent communication and presentation skills
• Ability to manage time effectively and work independently
• Desire to build a long‑term career in financial services

Preferred (but not required)

• Prior experience in financial services, business development, or consulting
• FINRA licenses (Series 6, 7, 63, or 66)
• Life and Health Insurance licenses

Training & Development

• Comprehensive onboarding program and mentorship
• Sponsorship for licensing (Life/Health, FINRA where applicable)
• Ongoing professional development and advanced certifications (CFP eligibility support)
• Access to cutting‑edge financial planning tools and technology
• First‑Year Transition support and training allowances
• Passive renewal and residual income, cumulative over the career
• Performance‑based piece (commissions, bonuses, and incentives)
• Medical, dental, vision, and retirement benefits
• Flexibility and autonomy to build your own practice
• Recognition programs and career advancement opportunities

Please be aware that we are only considering candidates within a local geographic region - Fairfield County, CT and immediately surrounding counties (no NJ, Manhattan, Long Island, or outside the tri‑state area).