Wealth Management Trainee

Company: Northwestern Mutual - Stamford CT
Location: Stamford
Posted on: May 22, 2023

Job Description:

Northwestern Mutual - Stamford CT is seeking professionals to join our growing practice. Our representatives strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success.

Even if you have no previous finance experience, we will Train and Mentor you with the help of an experienced Advisor to act as your personal Mentor.

(Our training program = Training Magazine's "Training Top 125 Award" winner!)

You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.

Responsibilities:
--- Outreach/Making calls to prospective clients
--- Digging deep with clients and prospects to help formulate financial strategies
--- Developing tailored solutions for each client with the support from our financial planning teams
--- Training and coaching from our leadership team & individual mentors, who are experts in management and executives in the financial fields

Qualifications:
--- 4-year College Degree or higher
--- A pleasant attitude and dependable judgment
--- Values of integrity and honesty
--- Excellent communicator and relationship builder
--- Ability to work independently with a go-getter mindset
--- Life, Accident, and Health, Series 6, 63 & SIE (Series 7, etc. optional) - preferred

About Company:
About Northwestern Mutual:



Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.



With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Keywords: Northwestern Mutual - Stamford CT, Stamford , Wealth Management Trainee, Executive , Stamford, Connecticut