Wealth Management Advisor

Role Type: Full-Time l In-Office with Hybrid transition Northwestern Mutual Fairfield County is seeking a driven, entrepreneurial professional to join our team as a Wealth Management Advisor . In this role, you will build long‑term relationships with clients and help them achieve financial security through holistic planning, investment strategies, and risk management solutions. This position offers the opportunity to grow your practice backed by a nationally recognized brand, comprehensive training, and industry‑leading resources. Key Responsibilities Develop and maintain strong, long‑term client relationships through personalized financial planning Design and implement tailored financial plans based on clients’ goals and life stages Educate clients on financial products, market trends, and planning strategies Prospect and network to build a client base through referrals, events, and outreach Monitor client portfolios and proactively adjust recommendations as needed Collaborate with internal specialists (investment, insurance, tax, and estate experts) to deliver comprehensive solutions Stay informed on market developments, regulatory changes, and product offerings Conduct in‑depth financial needs analyses, including: Investment strategies Risk management and insurance solutions Estate and wealth transfer planning Qualifications Bachelor’s degree required (Finance, Business, Economics, or related field preferred) Strong interpersonal and relationship‑building skills Entrepreneurial mindset with a high level of self‑motivation Excellent communication and presentation skills Ability to manage time effectively and work independently Desire to build a long‑term career in financial services Preferred (but not required) Prior experience in financial services, business development, or consulting FINRA licenses (Series 6, 7, 63, or 66) Life and Health Insurance licenses Training & Development Comprehensive onboarding program and mentorship Sponsorship for licensing (Life/Health, FINRA where applicable) Ongoing professional development and advanced certifications (CFP eligibility support) Access to cutting‑edge financial planning tools and technology First‑Year Transition support and training allowances Passive renewal and residual income, cumulative over the career Performance‑based piece (commissions, bonuses, and incentives) Medical, dental, vision, and retirement benefits Flexibility and autonomy to build your own practice Recognition programs and career advancement opportunities Please be aware that we are only considering candidates within a local geographic region - Fairfield County, CT and immediately surrounding counties (no NJ, Manhattan, Long Island, or outside the tri‑state area). #J-18808-Ljbffr Northwestern Mutual