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For Companies At a Glance
- Tasks: Help clients achieve financial goals with personalised plans and ongoing support.
- Company: Join Northwestern Mutual, a leader in wealth management with a strong reputation.
- Benefits: Enjoy full benefits, mentorship, and licensing sponsorship while earning commissions.
- Why this job: This role offers growth potential and the chance to shape your own success story.
- Qualifications: A Bachelor's degree is required; ideal for Ivy League grads, athletes, or entrepreneurs.
- Other info: No finance experience needed; just bring your passion for helping others.
The predicted salary is between 57600 - 93600 £ per year.
Get AI-powered advice on this job and more exclusive features.
This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$80,000.00/yr – $130,000.00/yr
Additional compensation types
Annual Bonus, Commission, and Sign-on bonus
When getting started on Wall Street it\’s important to join a firm that will give you the most opportunities for success. The Wealth Management Advisor program will get you started in a difficult yet lucrative career. We\’re going to sponsor and pay for your licenses (Series 6/7, 63/66), and teach you how to work with Business Owners, Families, and Individuals (No previous finance experience required).
Wealth Management Advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.
You\’ll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you\’ll help them protect what they\’ve worked so hard to achieve while also growing their assets for the future.
A CAREER WITH ENDLESS OPPORTUNITIES.
This is a commission-based career which includes stipends, training allowance and bonuses. Tri-Harbor hires you under a W-2 statutory employee contract with full benefits. Our contract allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial advisors are making on average $130,048 in years 1-4, and $627,247 on average 5+ years. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.
Desired Skills and Experience
- Bachelor\’s degree Required
- Preferred: Ivy League Undergrad | College Athletes | Entrepreneurs
- Relationship building, communication, sales, negotiation, or client-facing skills
- History of professional success: career changers, business owners, traders
Additionally, Northwestern Mutual is committed to offering its Wealth Management Advisors a comprehensive compensation and benefits program as well as:
- Access to one-on-one Mentorship
- Personal Assistant
- Sponsorship of Licensing/Credentialing
- Development Stipends
- Comprehensive Medical Coverage (Dental and Vision included)
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
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Entry Level Wealth Manager employer: Northwestern Mutual
Contact Detail:
Northwestern Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entry Level Wealth Manager
✨Tip Number 1
Network with professionals in the finance and wealth management sectors. Attend industry events, webinars, or local meetups to connect with potential mentors and peers who can provide insights and guidance on breaking into the field.
✨Tip Number 2
Familiarise yourself with financial products and services. Understanding the basics of investment strategies, insurance, and retirement planning will not only boost your confidence but also impress recruiters during interviews.
✨Tip Number 3
Practice your communication and relationship-building skills. Role-play scenarios where you explain financial concepts to friends or family, as this will help you articulate your thoughts clearly and effectively when interacting with clients.
✨Tip Number 4
Research Northwestern Mutual's values and mission. Tailor your conversations and questions during interviews to reflect your understanding of their approach to wealth management, showing that you're genuinely interested in being part of their team.
We think you need these skills to ace Entry Level Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills such as relationship building, communication, and sales. Emphasise any experience that showcases your ability to work with clients or in a team.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Wealth Management Advisor role. Mention why you are interested in Northwestern Mutual specifically and how your background aligns with their values and mission.
Highlight Relevant Experience: Even if you lack direct finance experience, include any transferable skills from previous roles or education. If you've been involved in team projects, leadership roles, or entrepreneurial ventures, make sure to mention these.
Prepare for Interviews: Research common interview questions for wealth management positions and practice your responses. Be ready to discuss your understanding of financial planning and how you would approach building client relationships.
How to prepare for a job interview at Northwestern Mutual
✨Research Northwestern Mutual
Before your interview, take some time to learn about Northwestern Mutual's values, mission, and the services they offer. Understanding their approach to wealth management will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Relationship-Building Skills
As a Wealth Management Advisor, building strong relationships with clients is crucial. Prepare examples from your past experiences where you've successfully built rapport or resolved conflicts. This will highlight your interpersonal skills and ability to connect with clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you would handle client situations. Think of potential challenges clients might face and how you would guide them through those issues, showcasing your analytical thinking and empathy.
✨Discuss Your Long-Term Goals
Since this role is commission-based and requires dedication, be ready to discuss your long-term career aspirations. Share how you envision growing within the company and how you plan to achieve success as a Wealth Management Advisor, demonstrating your commitment to the role.
