Wealth Planning Advisor — Training & Mentorship

Northwestern Mutual; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Commission-based pay

Mentorship and development training

Licensing support (SIE, Series 6/63 or

Series 7/66

Job summary

Northwestern Mutual – Chicago is seeking a Financial Representative to join Summit and Sage Wealth Management. You will work to acquire clients, develop financial plans, and provide solutions with the support of industry-leading training and mentors.

Training and licensing are provided, and compensation is performance-based, including potential stipends and bonuses as you build your advisory practice.

Qualifications

• Professional work experience or 4-year degree.
• History of success.
• Desire for continuous learning.
• Interpersonal relationship skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Acquire clientele and identify financial solutions for clients.
• Develop and implement financial plans to guide clients from today to tomorrow.
• Provide ongoing support and financial education through training programs.

Skills

Interpersonal skills

History of success

Desire for continuous learning

Professional work experience

Legal authorization to work in the US

Education

4-year degree

Job description

Northwestern Mutual – Chicago is seeking a Financial Representative to join Summit and Sage Wealth Management. You will work to acquire clients, develop financial plans, and provide solutions with the support of industry-leading training and mentors.

Training and licensing are provided, and compensation is performance-based, including potential stipends and bonuses as you build your advisory practice.