Wealth Management Advisor (Training provided, career changers encouraged to apply) jobs in United States
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Northwestern Mutual · 8 hours ago

Wealth Management Advisor (Training provided, career changers encouraged to apply)

positionAsheville, NC
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is a leading financial services company dedicated to helping clients achieve their financial objectives. The Wealth Management Advisor role involves assisting clients with financial security, developing long-term relationships, and providing tailored advice based on their needs and goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Assist clients to achieve and maintain financial security by providing advice and to match solutions with the client’s needs and goals
Develop rapport with clients and foster long-term relationships
Be knowledgeable about Northwestern Mutual financial products and global financial market trends
Build and maintain client bases, keep current client financial plans up-to-date and cultivate new clients on an ongoing basis
Provide dedicated and focused customer experiences

Qualification

Financial advisingClient relationship managementFinancial productsCustomer experience focusMentorship

Required

Assist clients to achieve and maintain financial security by providing advice and to match solutions with the client's needs and goals
Develop rapport with clients and foster long-term relationships
Be knowledgeable about Northwestern Mutual financial products and global financial market trends
Build and maintain client bases, keep current client financial plans up-to-date and cultivate new clients on an ongoing basis
Provide dedicated and focused customer experiences

Benefits

Health Insurance
Vision Insurance
Dental Insurance
Health Savings Account
Flexible Spending Account
401(k)
Retirement Plan
Disability Insurance
Life Insurance
Professional development assistance
Flexible schedule
Referral program

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase