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David Careers

Financial Advisor/Wealth Management Advisor

Posted 2 days ago

northwestern mutualLancaster (OH)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Financial Advisor / Wealth Management Advisor Northwestern Mutual Stamford, CT – Westport, CT – Fairfield, CT Offices Full-TimeAbout the Opportunity Northwestern Mutual is seeking experienced Financial Advisors and Wealth Management Professionals to join our growing Stamford, Westport, and Fairfield, CT offices. As a Wealth Management Advisor, you will partner with individuals, families, executives, business owners, and professionals to develop comprehensive financial strategies designed to help them build, preserve, and transfer wealth. Leveraging Northwestern Mutual's industry-leading planning platform, investment capabilities, and risk management solutions, you will deliver personalized advice that adapts to clients' evolving financial goals. This opportunity is designed for advisors who have established experience in financial services and are looking to accelerate the growth of their practice with the support of a nationally recognized wealth management firm. Whether your expertise lies in investments, retirement planning, insurance planning, estate strategies, or holistic financial planning, Northwestern Mutual provides the resources, technology, and institutional support to help you deepen client relationships and expand your business.
What You'll Do:
  • Develop and maintain trusted relationships with high-net-worth individuals, families, and business owners
  • Deliver comprehensive financial planning and wealth management solutions tailored to each client's goals and objectives
  • Create customized recommendations across investments, retirement planning, insurance, estate planning, education funding, and tax-efficient wealth strategies
  • Grow and manage a book of business through referrals, networking, and strategic business development initiatives
  • Collaborate with Northwestern Mutual's network of specialists, including investment professionals, attorneys, accountants, and advanced planning teams
  • Conduct regular portfolio and financial plan reviews to ensure alignment with clients' changing needs
  • Provide exceptional client service while maintaining a fiduciary and client-first mindset
Qualifications:
  • Required 3+ years of experience in financial advisory, wealth management, financial planning, private banking, insurance planning, or a related financial services role
  • Demonstrated success building and maintaining client relationships
  • Proven ability to acquire new clients and grow a book of business
  • Strong consultative, relationship management, and business development skills
  • Excellent communication and presentation abilities
  • PreferredSeries 7 and Series 66 licenses
  • Life and Health Insurance LicenseCFP®, ChFC®, CLU®, CFA®, or other industry designations
  • Experience serving affluent, high-net-worth, or business-owner clientele
  • Bachelor's degree preferred
  • Why Northwestern Mutual
Northwestern Mutual combines the entrepreneurial freedom of building your own practice with the resources and support of one of the most respected firms in financial services. Our advisors benefit from: Industry-leading financial planning technology Comprehensive investment and wealth management platform Dedicated planning, investment, and underwriting specialists Marketing and business development support Professional growth and leadership opportunities Flexible work environment and autonomy in managing your practice Competitive compensation with uncapped earning potential Comprehensive benefits package for eligible advisors CompensationThis role offers a highly competitive compensation structure designed to reward experienced advisors for client acquisition, relationship management, and long-term business growth.
Compensation includes:
  • Transition support for qualified candidates
  • Performance-based incentives
  • Uncapped commissions
  • Renewals and recurring revenue opportunities
  • Leadership and practice growth incentives
  • Compensation is commensurate with experience, licensing, and production history.
About Northwestern MutualFor over 165 years, Northwestern Mutual has helped clients achieve financial security through a holistic approach to financial planning. With industry-leading financial strength, a comprehensive wealth management platform, and billions of dollars in assets under management, Northwestern Mutual empowers advisors to help clients make informed decisions across all stages of life. Our mission is to help people gain clarity and confidence in their financial future while providing advisors with the resources, technology, and support needed to build thriving practices. Ideal Backgrounds We encourage conversations with professionals from: Financial Advisory Wealth Management Private Banking Investment Advisory Asset Management Insurance and Retirement Planning Business Development within Financial Services Relationship Management
Locations: Stamford, CT – Westport, CT – Fairfield, CTApplicants should be local to Fairfield County, CT, Westchester County, NY, or seeking to move to the area imminently.

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