About this opportunity
Northwestern Mutual lists this Financial Advisor/Wealth Management Advisor opportunity in fairfield county, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor / Wealth Management Advisor
Northwestern Mutual
Stamford, CT – Westport, CT – Fairfield, CT Offices
Full-Time
About the Opportunity
Northwestern Mutual is seeking experienced Financial Advisors and Wealth Management Professionals to join our growing Stamford, Westport, and Fairfield, CT offices.
As a Wealth Management Advisor, you will partner with individuals, families, executives, business owners, and professionals to develop comprehensive financial strategies designed to help them build, preserve, and transfer wealth. Leveraging Northwestern Mutual's industry-leading planning platform, investment capabilities, and risk management solutions, you will deliver personalized advice that adapts to clients' evolving financial goals.
This opportunity is designed for advisors who have established experience in financial services and are looking to accelerate the growth of their practice with the support of a nationally recognized wealth management firm.
Whether your expertise lies in investments, retirement planning, insurance planning, estate strategies, or holistic financial planning, Northwestern Mutual provides the resources, technology, and institutional support to help you deepen client relationships and expand your business.
What You'll Do
Develop and maintain trusted relationships with high-net-worth individuals, families, and business owners
Deliver comprehensive financial planning and wealth management solutions tailored to each client's goals and objectives
Create customized recommendations across investments, retirement planning, insurance, estate planning, education funding, and tax-efficient wealth strategies
Grow and manage a book of business through referrals, networking, and strategic business development initiatives
Collaborate with Northwestern Mutual's network of specialists, including investment professionals, attorneys, accountants, and advanced planning teams
Conduct regular portfolio and financial plan reviews to ensure alignment with clients' changing needs
Provide exceptional client service while maintaining a fiduciary and client-first mindset
Qualifications
Required
3+ years of experience in financial advisory, wealth management, financial planning, private banking, insurance planning, or a related financial services role
Demonstrated success building and maintaining client relationships
Proven ability to acquire new clients and grow a book of business
Strong consultative, relationship management, and business development skills
Excellent communication and presentation abilities
Preferred
Series 7 and Series 66 licenses
Life and Health Insurance License
CFP®, ChFC®, CLU®, CFA®, or other industry designations
Experience serving affluent, high-net-worth, or business-owner clientele
Bachelor's degree preferred
Why Northwestern Mutual
Northwestern Mutual combines the entrepreneurial freedom of building your own practice with the resources and support of one of the most respected firms in financial services.
Our advisors benefit from:
Industry-leading financial planning technology
Comprehensive investment and wealth management platform
Dedicated planning, investment, and underwriting specialists
Marketing and business development support
Professional growth and leadership opportunities
Flexible work environment and autonomy in managing your practice
Competitive compensation with uncapped earning potential
Comprehensive benefits package for eligible advisors
Compensation
This role offers a highly competitive compensation structure designed to reward experienced advisors for client acquisition, relationship management, and long-term business growth.
Compensation includes:
Transition support for qualified candidates
Performance-based incentives
Uncapped commissions
Renewals and recurring revenue opportunities
Leadership and practice growth incentives
Compensation is commensurate with experience, licensing, and production history.
About Northwestern Mutual
For over 165 years, Northwestern Mutual has helped clients achieve financial security through a holistic approach to financial planning. With industry-leading financial strength, a comprehensive wealth management platform, and billions of dollars in assets under management, Northwestern Mutual empowers advisors to help clients make informed decisions across all stages of life.
Our mission is to help people gain clarity and confidence in their financial future while providing advisors with the resources, technology, and support needed to build thriving practices.
Ideal Backgrounds
We encourage conversations with professionals from:
Financial Advisory
Wealth Management
Private Banking
Investment Advisory
Asset Management
Insurance and Retirement Planning
Business Development within Financial Services
Relationship Management
Locations: Stamford, CT – Westport, CT – Fairfield, CT
Applicants should be local to Fairfield County, CT, Westchester County, NY, or seeking to move to the area imminently.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.