Wealth Manager with Military Background

Wheeler District of Northwestern Mutual • Baton Rouge, LA, United States • $200k - $250k / year • 10h ago

Benefits:

Stipend
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? The Wheeler District of Northwestern Mutual is seeking to onboard a new Wealth Manager to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office.

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

What sets us apart:

Unsurpassed financial strength*
A long-term approach to planning
Personal guidance from financial professionals
A robust digital experience

Position Overview:

As a Wealth Manager you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include:

Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Candidate Characteristics:

Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators.
People who prioritize understanding the "who, why, and how" behind actions more than just the "what."
Savvy communicators who find joy in simplifying complex decisions for others.
Generous souls who gladly treat others without hesitation.
Ambitious thinkers who embrace boundless opportunities and possibilities.
Advocates for teamwork and cooperation, where everyone contributes equally.
Passionate about their work, yet approachable and good-natured in their demeanor.

Education:

Bachelor's Degree (preferred)

If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required.

This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment.

Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment.

Flexible work from home options available.

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