Wealth Management Trainee
Northwestern Mutual, Wellesley, MA, United States
Becoming a financial advisor at Northwestern Mutual Wellesley is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to each client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
On your path to becoming a financial advisor you begin as a financial representative focused on client building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, development and sales strategies you need to build a financial planning practice.
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—so you can have a larger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Licensing Requirements
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, Series 7, and Series 63
Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books
Compensation & Benefits
Performance‑based earnings and revenue :
Average advisor annual earnings of $61K-$119K (first 3 years)
Top 25% advisor annual earnings of $137K-$250K (first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 7, Series 63, and more
Fully company‑funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Ideal Candidate
You could be right for this opportunity if you have:
Entrepreneurial ambitions to be a business owner
History of success in relationship‑building or client‑facing roles
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Employment Status
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries, including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company. All entities are located in Milwaukee, WI.
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Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to each client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
On your path to becoming a financial advisor you begin as a financial representative focused on client building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, development and sales strategies you need to build a financial planning practice.
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—so you can have a larger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Licensing Requirements
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, Series 7, and Series 63
Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books
Compensation & Benefits
Performance‑based earnings and revenue :
Average advisor annual earnings of $61K-$119K (first 3 years)
Top 25% advisor annual earnings of $137K-$250K (first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 7, Series 63, and more
Fully company‑funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Ideal Candidate
You could be right for this opportunity if you have:
Entrepreneurial ambitions to be a business owner
History of success in relationship‑building or client‑facing roles
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Employment Status
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries, including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company. All entities are located in Milwaukee, WI.
#J-18808-Ljbffr