Financial Advisor; Insurance & Wealth Management

NORTHWESTERN MUTUAL FINANCIAL ADVISOR/WEALTH MANAGEMENT ADVISOR CAREER TRACK NORTHWESTERN MUTUAL CAREER OPPORTUNITIES - FAIRFIELD COUNTY, CT

• Office Locations - Stamford, CT | Westport, CT | Fairfield, CT
• Experienced/Seasoned WMA's, RIA's, & Producers
• Open to Considering High Performing Professionals Exploring Career Transition
• Entry-Level

• Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management
• Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities

The Northwestern Mutual National Training Program (NTP) is an award-winning accelerated training program designed to prepare individuals for a successful career as a Financial/Wealth Management Advisor. By the end of this rigorous program, participants are ready to join our team of elite FAs and WMAs. Before applying, it's essential to evaluate if this career path aligns with your personal goals and attributes.

To thrive as an advisor, you must possess the right combination of personal attributes:

• Drive: This career demands self-motivation and discipline. Your income and success depend on your ability to remain focused, organized, and driven in a competitive environment.
• Hunger: Success in this field requires a relentless desire to excel. You'll face challenges and slow periods, and your perseverance and determination will see you through.
• Accountability: Integrity and honesty are crucial. You must commit to providing your clients with the best possible advice, ensuring their trust and your own success.
• Grit: You need the resilience to handle rejection and the confidence to engage with clients, even in challenging situations.

Our Advisor Program offers intensive training, equipping you with state-of-the-art financial tools, techniques, and resources to build and manage a client base of your choosing (high-net worth, middle-income, etc.). Upon completion, you will be well-prepared to deliver personalized and comprehensive financial advice.

Becoming an Advisor at Northwestern Mutual will allow you to:

• Help Clients Achieve Their Goals: Assist clients in reaching their financial aspirations, making a significant impact on their lives.
• Achieve Work-Life Balance: Enjoy the flexibility to manage your own business and work schedule.
• Build Meaningful Relationships: Listen to clients and develop strategies tailored to their individual needs.
• Grow Your Career: Expand your business and meet personal financial goals while building a sustainable practice.

Training is just the first part of the career with NWM. Your development as an advisor will continue through the first three years of the career:

• Pass the Life and Health Insurance License Exam for your state of residence.
• Work with our Director of Training and Development and your assigned mentor to build the foundation for your practice.
• Complete assigned curriculum and the National Training Program (NTP).

• Considered a Financial Representative until Passing necessary Investment Licenses
• Pass the Securities Industry Essential (SIE) Exam and obtain the Series 6 and Series 63 investment licenses (Series 7 and 66 available).
• Utilize NWM’s Joint Work System to build your book of business with the help of the best advisors in the state of CT, company, and industry.
• Participate in weekly coaching meetings.
• Build clientele and open account relationships.

• Cultivate and grow relationships with clients.
• Acquire trusted referrals and specialize towards your ideal client profile/niche market.
• Engage in regular meetings with your mentor and leadership.
• Attend accelerated leadership and growth development events at our corporate office.

• Keep growing your client relationships while establishing a long-lasting practice based on meaningful, long-term client-advisor relationships.
• Hire staff, obtain your LLC, open your own office or ensemble with other advisors.
• Pursue further education towards designations like the CLU, ChFC, CFP, etc.

• Complete proprietary training in finance, risk management, wealth…