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Wealth Mangagement Advisor

Northwestern Mutual

Northwestern Mutual

United States
Posted on Thursday, July 4, 2024

Wealth Mangagement Advisor at Northwestern Mutual Hawai'i

*APPLICANTS MUST CURRENTLY LIVE IN HAWAI'I*

Job Summary: As a Wealth Mangagement Advisor, you will provide personalized recommendations to clients, helping them achieve their financial goals and secure their financial future.

This role requires excellent analytical, communication, and customer service skills, however, no specific finance background is required as we do provide robust training, development, and licensing for all of our newest representatives.

Basic Qualifications

  • Bachelor’s degree from a four-year college or university
  • Prior sales and/or business experience preferred and possess a history of personal and professional success.
  • Exceptional interpersonal and relationship building skills
  • Proven ability to assess needs of clients and recommend appropriate solutions
  • Goal and performance driven
  • Ability to source clients through prospecting and networking
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Successful advisors come from a wide range of backgrounds and experiences. As a new advisor, you’ll be matched with experienced mentors and coaches who will help you get started and stay with you throughout your career.

Training and Education:

  • Full financial support for licensing, professional designations, and certifications for both your personal and professional growth.
  • Award-winning training program.
  • Mentorship and professional development from our top-performing advisors and leaders throughout your career.
  • Opportunity to pursue leadership and specialized roles.
  • Company culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
  • Northwestern Mutual annual events focused on development, networking, career advancement, and client experience.

Benefits:

  • Full Medical, Dental and Vision benefits.
  • Healthcare and dependent care reimbursement accounts.
  • Two fully funded company pension plans.
  • Life and disability income insurance.
  • Performance-driven income potential — financial advisors are compensated through bonuses and stipends, commission, residual income, and client retention.

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for over 160 years and has a proven track record of financial success.

  • Northwestern Mutual Hawaii has won Best Places to Work in Hawaii in 2019, 2020, 2021, 2022, 2023, and 2024