Wealth Management Advisor

Hybrid | Lombard, IL

Competitive base salary + bonus potential

We're a growing, well-established wealth management team within Northwestern Mutual, and we're looking for a Wealth Management Advisor to join us. This role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management.

You'll play a key role in supporting comprehensive financial plans--roughly 80% investment-focused and 20% risk management--while gaining exposure to advanced planning strategies and long-term career growth.

As a Wealth Management Advisor, you'll be hands-on in the day-to-day execution of client plans and ongoing service, including:

• Preparing, implementing, and monitoring comprehensive financial plans
• Executing investment trades, rebalancing portfolios, and performing tax-loss harvesting when appropriate
• Opening and maintaining investment accounts and managing money movement (transfers, journals, ACHs)
• Updating and maintaining plans within proprietary planning software (PX)
• Supporting insurance planning by running ledgers, submitting applications, and coordinating underwriting
• Partnering with estate planning attorneys to ensure proper account titling and registration
• Collaborating with internal underwriting, compliance, and operations teams
• Managing CRM reports and tracking client opportunities
• Delivering a consistently polished, white-glove client experience

We're seeking someone who is technically strong, client-focused, and motivated to grow within a collaborative planning team.

Required Qualifications

• 3-5+ years of experience in financial planning or wealth management
• Series 7 and Series 66 licenses
• Strong knowledge of investment trading and operational workflows
• Excellent communication skills and comfort working with clients both in-person and virtually
• Ability to manage sensitive information with discretion and professionalism

Preferred (or Willing to Obtain)

• Life & Health Insurance license (or willingness to obtain within 30 days)
• CFP designation or commitment to pursue it
• Experience with platforms such as NetX
  360, CRM systems, Microsoft Office, and One Drive

Ideal Traits

• Proactive, solutions-oriented mindset
• Strong attention to detail and follow-through
• Comfortable working independently while thriving in a team environment
• Passion for comprehensive, holistic financial planning

• Established, growing practice with over 20 years of experience and consistent organic growth
• Exposure to sophisticated planning strategies and long-term client relationships
• Supportive onboarding, training, and mentorship
• Clear path for professional development and advancement
• Hybrid/Remote work environment after initial onboarding period of 3-6 months

• Base salary + bonus potential
• Bonus potential after six months
• Hybrid schedule (1-3 days remote after 3-6 month onboarding period)
• Comprehensive benefits package, including:
  
  Medical, dental, and vision insurance
• 401(k) with matching
• Paid time off and holidays
• Life insurance and HSA options
• Paid training and professional development support
• Discounted financial planning services

Our Lombard-based advisory practice operates within Northwestern Mutual and oversees nearly $150 million in assets, with consistent 20% organic growth over the past five years. Northwestern Mutual has been helping clients achieve financial security for over 160 years and is consistently recognized among the most respected firms in the industry.

Work Location: Hybrid (Lombard, IL 60148)

Commute/Relocation: Local candidates preferred