Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor (Sales Role - Seeking Career Changers)

Full-time

Northwestern Mutual

While many companies are downsizing, Northwestern Mutual is thriving - 2025 was our best year in the company's 169 year history! The demand for financial planning increases during times of economic uncertainty, and we're growing our team of Wealth Management Advisors to meet that demand.

Have you ever thought of starting your own business but not sure how to get started? A new advisor is typically a career changer coming from a sales career and has hit a ceiling in their current industry, desires a more stable work environment and wants to be control of their career trajectory. They possess an entrepreneurial spirit, have a history of success in business development or sales, strong self-motivation, and desires to make a meaningful impact on the lives of others.

Responsibilities

  • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience.
  • Build personalized, holistic financial plans tailored to every 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.

Qualifications

  • BA or BS degree from a four-year institution preferred.

Required Skills

  • Prior sales and/or business experience preferred and possess a history of personal and professional success.
  • Prior financial services experience not needed -- extensive training platform provided.

Pay range and compensation package

  • Uncapped Income Potential.
  • Control of your own calendar.
  • Leadership Opportunities.
  • Additional income structure to support training and early development.
  • Residual income earned for continued client support and policy management.
  • Bonus programs and expense allowances.
  • Fully paid insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more.
  • Certified Financial Planner® licensing support.
  • 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.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor (Sales Role - Seeking Career Changers) in San Diego, CA vacancy
  •  ...history. The demand for wealth management and financial...  ...our team of Financial Advisors to meet that demand....  ...Advisor is typically a career changer who has hit a ceiling...  ...business development or sales, strong self-motivation...  ...or client facing roles in many industries -... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Northwestern Mutual

    San Diego, CA
    3 days ago
  •  ...Fifth Third Bank seeks a Retail Personal Banker I to begin in a 4-8 week onboarding program with rotations in operations and Sales & Service. The role focuses on consultative sales to identify and meet customers' financial needs, while handling teller transactions and... 
    Suggested

    Fifth Third

    San Diego, CA
    3 days ago
  • $115k - $140k

     ...Our Mission To manage and develop properties that empower the communities we serve. Promoting...  ...the spirit of our brand. Role Value Proposition Led by a collaborative...  ...and alignment to market data. Please email your resume to: careers@primestor.com... 
    Suggested
    Full time
    Contract work
    Work at office
    Local area
    Shift work

    Primestor Development

    Chula Vista, CA
    2 days ago
  • $185k - $215k

     ...unique in their potential. A career with U.S. Bank gives you a...  ...of handling complex wealth and relationship management issues, providing counsel and...  ...employmentBase pay for this role usually falls within $185,0...  ...posted : 2026-09-30Profession: Sales & Relationship... 
    Suggested
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    San Diego, CA
    3 days ago
  • $21.05 - $44.92 per hour

     ...The primary focus of the Associate Client Manager is to provide technical support to Client...  ...applicable hourly rate range for this role is $21.05 to $44.92. The hourly rate offered...  ...program, domestic partnership benefits, career mobility, employee network groups, volunteer... 
    Suggested
    Hourly pay

    Marsh Agency

    San Diego, CA
    4 days ago
  • $65k - $80.2k

     ...unique in their potential. A career with U.S. Bank gives you a...  ...Day One. Job Description The Wealth Management Advisor (WMA) position is the investment...  ...experience in a financial sales position, preferably working...  ...the E-Verify program. This role receives an annual base... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    San Diego, CA
    3 days ago
  • $175k - $250k

     ...Consumer Financial Services Career Associate AttorneyA premier AmLaw 100 firm is seeking a talented Consumer Financial Services...  ...services litigation. The role may be based in any of the firm'...  ...advantageousDemonstrated ability to independently manage cases, lead projects, and... 
    Work at office

    Professional Recruiting Consultants, Inc.

    San Diego, CA
    1 day ago
  • $75k - $100k

     .... We intentionally seek diverse perspectives,...  ...to explore different career paths, we’ll give you...  ...“I can succeed as a Wealth Management Consultant at Capital...  ...wholesaling team leading sales initiatives in the Cross...  ...include the salary for this role when hiring a resident... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    San Diego, CA
    2 days ago
  • Manager | Sales Reinvention | Insurance Job DescriptionWe are:Accenture Song accelerates growth...  ...level client relationships as a trusted advisor, facilitating workshops, developing business...  ...a B2B sales, operations, or consulting role. A robust understanding of the insurance... 
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    San Diego, CA
    4 days ago
  • $43.68k - $69.9k

     ...take the next step? Discover a career in banking at Fifth Third Bank...  ...rotations in operations and Sales & Service. There will be a certification...  ...to successfully perform a role within the Retail Personal...  ...identifying, assessing, managing, monitoring, and reporting risks... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    San Diego, CA
    2 days ago
  • $175k - $250k

     ...Consumer Financial Services Career Associate Attorney A premier AmLaw 100 firm is seeking a talented Consumer Financial Services...  ...services litigation. The role may be based in any of the firm'...  ...Demonstrated ability to independently manage cases, lead projects, and... 
    Work at office

    Executive Talent Management Consulting

    San Diego, CA
    4 days ago
  •  ...service.1. Cultivates and manages deep, long-term...  ...and implement customized Wealth Management strategies for...  ...appropriate, and closes the sales. 11. Ensures smooth...  ...companies! Build your career with us and apply today...  ...you’re excited about the role and the opportunity to... 
    Full time
    Temporary work
    Flexible hours

    Northern Trust

    San Diego, CA
    13 hours ago
  •  ...building long-term relationships, optimizing sales processes, and creating streamlined...  ...accountability, and measurable results. Role Description As a Sales Closer, you will be...  ...along with strong organizational and time-management abilities. Candidates should possess resilience... 
    Full time
    Remote work

    Businessblum

    San Diego, CA
    3 days ago
  • $64.7k - $120.4k

     ...ServicesIndustry: Real EstateSalary: 80000Posted: 2026-09-30 The Client Manager will provide advanced technical support to Client Executive...  ...#MMABI #LI-DNI The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined... 
    Minimum wage
    Night shift

    Marsh

    San Diego, CA
    1 day ago
  • $236.56k - $414.12k

     ...# Cultivates and manages deep, long-term relationships...  ...and implement customized Wealth Management strategies...  ...appropriate, and closes the sales. # Ensures smooth...  ...companies! Build your career with us. Reasonable...  ...you’re excited about the role and the opportunity to... 
    Temporary work
    Local area
    Worldwide
    Flexible hours

    Northern Trust Corp

    San Diego, CA
    2 days ago
  • $87.19k - $134.61k

    The Liability Claims Manager is responsible for the overall operation of a designated office. This role participates in formulating and administering company best practices...  ...can be found on our CorVel website: CorVel Careers | Opportunities in Risk ManagementIn general... 
    Minimum wage
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    CorVel

    San Diego, CA
    1 day ago
  •  ...& Millichap is the number one investment sales brokerage in North America, closing four...  ...pricing, positioning, and execution strategy Managing negotiations and deal execution from...  ...commission range for individuals in this role is: $0.00 to $1,000,000+.    Actual earnings... 
    For contractors
    Local area

    Marcus and Millichap

    San Diego, CA
    4 days ago
  •  ...Broekema Group in San Diego is seeking a Property Manager to oversee day-to-day property operations, focusing on physical condition, tenant experience...  ...align property-level initiatives with portfolio goals. The role requires hands-on management of operating and capital... 

    Broekema Group

    San Diego, CA
    3 days ago
  •  ...Northwestern Mutual in San Diego is seeking a Financial Advisor to build a client base and deliver...  ...events with ongoing relationship management. The role emphasizes entrepreneurship and...  ...compensation package designed to support new career changers entering financial services. #J-18... 
    Flexible hours

    Northwestern Mutual

    San Diego, CA
    2 days ago
  •  ...Alpha Mechanical, LLC is seeking an experienced professional who can connect technical expertise with strong client relationships. The...  ...the ability to support projects through pre-construction. This role will work with general contractors, developers, and building owners... 
    Full time
    For contractors

    Alpha Mechanical

    San Diego, CA
    4 days ago
  • $18 - $20 per hour

     ...expanding our Real Estate Partnerships division and seeking a driven, relationship-focused Business Development Manager to cultivate and grow referral relationships...  ...estate community. This is a structured outreach role designed for someone who thrives in networking environments... 
    Hourly pay
    Local area
    Afternoon shift

    Caring Transitions

    San Diego, CA
    5 days ago
  •  ...Starts-Align-LL in San Diego is seeking a Director of Acquisitions to lead the full...  ...and close deals with a consultative sales approach. The role emphasizes cold calling, relationship building, and strategic territory management with training on underwriting and valuation... 
    Base plus commission

    Jobleads-US

    San Diego, CA
    3 days ago
  • $150k - $175k

     ...them to thrive, grow meaningful careers and to find a place where...  ...way forward. This is a hybrid role requiring residency on the East...  ...as neededSenior Property Management Director - Ambulatory HealthcareWhat...  ...while serving as a trusted advisor to your clients. What sets... 
    Full time
    Local area
    Remote work

    Jones Lang LaSalle

    San Diego, CA
    3 days ago
  • $101k - $250k

     ...Sales Or Customer Service Experience Is Required Must be located in San Diego, CA Sales Or Customer Service Experience Is Required Join...  ...protecting what matters most. If you're ready to advance your career and make a significant difference, let's embark on this rewarding... 

    Falcon Pacific Group Wealth Management and Insurance Service...

    San Diego, CA
    3 days ago
  •  ...investment and development firm is seeking an experienced Commercial Property Manager to oversee a portfolio of five...  ...-add retail assets. Your new role As the Property Manager, you will...  ...position, please contact us for a confidential discussion on your career.... 
    Full time
    For contractors
    Work at office
    Local area
    Remote work

    Hays

    San Diego, CA
    3 days ago
  • $85k - $100k

     ...This is an exciting opportunity to join a team managing a luxury high-rise residential tower in San Diego . Your new role As the Property Manager , you will...  ...Opportunities for professional development and career advancement Dynamic and supportive work environment... 
    Full time
    Work at office
    Local area

    Hays

    San Diego, CA
    2 days ago
  • $26 - $35 per hour

     ...Role Description Junior Asset & Property Manager position offers hands-on experience managing commercial...  ...to advance your career in real estate with predictable...  ...of commissions. We are seeking a self-motivated, detail...  ...standing. This is not a sales position and no... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Monday to Friday

    Hamann Companies

    El Cajon, CA
    2 days ago
  •  ...estate firm to recruit a Senior Property Manager for their expanding Office Property Management...  ...and strong operational excellence. This role offers the opportunity to oversee a...  ...operational systems Opportunities for career development across property management, accounting... 
    Full time
    Contract work
    Work at office

    Hays

    San Diego, CA
    4 days ago
  •  ...customer service that goes above and beyond. Responding to customer inquiries and concerns promptly and effectively. Navigating the sales cycle, from initial contact to closing the deal. Staying up-to-date with current policies to provide accurate information to... 
    Full time

    Zuzick Organization of Globe Life

    San Diego, CA
    3 days ago
  •  ...Insurance Office Of America, Inc. is seeking an Account Manager - Commercial Lines in California. You will manage a book of business, oversee account...  ...(CIC preferred), and strong MS Office skills. This hybrid role supports on-site collaboration and remote work within... 
    Remote work

    Insurance Office of America

    Coronado, CA
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor (Sales Role - Seeking Career Changers). Be the first to apply!