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Northwestern Mutual · 2 days ago

Wealth Advisor (Training Provided)

St Cloud, MN

Full-time

Onsite

New Grad, Entry Level

$120K/yr - $165K/yr

0+ years exp

Northwestern Mutual is seeking highly motivated individuals to build a Wealth Advisor planning business for their St Cloud team. Advisors will provide clients with expert financial advice and services to help them achieve their financial goals while receiving comprehensive training and ongoing professional development.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Hiring Manager

Regan Mendel

Responsibilities

Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims

Analyze clients’ financial needs and prepare reports on their current financial situation

Provide life-changing financial advice that aligns with clients' goals

Develop personalized financial plans based on the assessment of clients' financial needs

Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services

Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses

Provide guidance on investment opportunities

Monitor market trends and adjust investment portfolios as necessary

Maintain long-term relationships with clients by providing exceptional service and regular follow-up

Educate clients about financial planning, investment opportunities, and market conditions

Keep clients informed about their investments and any changes that might affect their financial situations

Ensure all financial planning activities comply with regulatory standards and company policies

Maintain client confidentiality and act with integrity and professionalism at all times

Qualification

Financial planningAnalytical skillsCommunication skillsInterpersonal skillsCritical-thinking skills

Required

No previous experience needed! We believe in training and developing our Advisors

Proven track record of success

Strong analytical and critical-thinking skills

Excellent communication and interpersonal skills

Preferred

Bachelor's degree in preferred, Associates is acceptable

Benefits

You are a business owner!

Inclusive environment to grown yourself personally and professionally.

Commissions, activity-based incentives in the first-six months, renewals, and ownership of the investment business you build.

Health, dental, and vision insurance.

Short-term and long-term life and disability insurance.

Fully funded retirement plans.

Comprehensive training and ongoing professional development.

Flexible working hours.

Paid-for licensing for insurance and investment licenses.

A comprehensive onboarding program to familiarize you with the company's systems, processes, and financial products.

Detailed initial training on our financial planning process, tools, and philosophies.

A three-year National Training Program to build financial professionals in business ownership, sales acumen, and client building.

Access to a mentor and joint-work partners for guidance and support as needed.

Feedback rich environment with regular coaching and development.

Bonus opportunities

Commission pay

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2020 (1)