Wealth Management Specialist jobs in Montana

Job description

Job description

Entrepreneurship while making an impact.
This is a career shift that could change everything.

Are you ready to take the reins and lead your own path to success as a business owner? It's time to embrace your entrepreneurial spirit and make a lasting impact on your community. At Northwestern Mutual, we value our educators and have many former teachers who have successfully transitioned into careers with us, benefiting from our established support network. We value the dedication, extreme ownership, grit, coachability, and proven leadership that you have spent your career in the military honing.

As a Financial Advisor, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful, and aligns with the values that we both share.

• Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
• Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
• Experience the power of independence and flexibility – with the freedom to live the life you want to live.
• Working for yourself alongside other driven, competitive, hardworking people who support you in being your best every day.

How will you build your business? You will…

• Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
• Establish impactful networks in the community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
• Provide customized financial strategies and solutions through factfinding and holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
• The opportunity to design your roadmap to leadership and specialized roles.
• Be rewarded

Who do you need to be?

• Dependable, consistent, full of integrity and honesty.
• Excellent communicator and relationship builder.
• A driven, independent, self-motivated, and goal-oriented person.
• Growth minded, coachable with strong desire for long term success.

Who we are.

• Unsurpassed Financial Strength, Financial Ratings the highest in any industry
• Fortune’s 2021 Worlds Most Admired Companies, #1 in our class
• Top 5 Independent Broker-Dealer
• Ranked 90 on the esteemed 2020 FORTUNE 500 list
• $400 million donated through the NM Foundation
• 455,000 hours donated toward Children’s Cancer Research
• Countless volunteer hours toward initiatives in the Greater Cleveland Area
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

At Northwestern Mutual we believe that everyone deserves to spend their lives living - and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 164 years and has a proven track record of financial success.

Job Type: Full-time

Salary: $52,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Health insurance
• Life insurance
• Paid training
• Parental leave
• Professional development assistance
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Signing bonus

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Kalispell, MT: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Work Location: In person

Job Type: Full-time

Pay: $52,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Kalispell, MT: Relocate before starting work (Required)

Work Location: In person

Job Type: Full-time

Pay: $52,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Compensation package:

• 1099 contract
• Bonus opportunities
• Commission pay

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• In the field
• Office

Ability to Relocate:

• Kalispell, MT: Relocate before starting work (Required)

Work Location: In person