Wealth Management Specialist jobs in Saint Cloud, MN

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Wealth Management Advisor
  • Northwestern Mutual
  • Saint Cloud, MN FULL_TIME
  • Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

    Our holistic Wealth Management Advisors at Northwestern Mutual – St. Cloud help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

    You’ll receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more.

    Have you ever thought of starting your own business but not sure how to get started?
    A successful candidate with our firm has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, and shows interest in business or finance.

    A career with Northwestern Mutual allows one the opportunity to:

    • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
    • Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
    • Develop a career that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

    Desired Skills and Experience:
    Bachelor's degree from a four-year institution preferred but not required. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided.

    While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which including:

    • Comprehensive medical, dental, and vision insurance with company subsidy
    • Two funded pension plans
    • Life and disability insurance
    • Flexibility of your schedule - you determine your own calendar
    • Health care and dependent care reimbursement accounts
    • Adoption assistance
    • Reimbursement for licensing and ongoing education
    • Employee Assistance Program

    Recent Awards and Accolades:

    -FORTUNE 97

    -Unsurpassed Financial Strength with total company assets of $290 billion.

    -96% of policy owners stay year after year.

    -Top 10 Independent Broker-Dealer. Financial Advisor Magazine.

    -$161 billion client assets held or managed by Northwestern Mutual.

    -The largest direct provider of life insurance in the US.

    -4.6 million total clients.

    -Industry leader in total dividend payout with over $6 billion.

    Equal Employment Opportunity Policy:

    Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

    The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

    Job Type: Full-time

    Pay: $113,000.00 - $187,000.00 per year

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Professional development assistance
    • Retirement plan
    • Vision insurance

    Compensation package:

    • Bonus opportunities
    • Commission pay

    Weekly schedule:

    • Monday to Friday

    Work setting:

    • Hybrid work

    Application Question(s):

    • While not required, describe your sales experience.
    • What has you drawn to a career as a Wealth Management Advisor?

    Education:

    • Bachelor's (Preferred)

    Ability to Commute:

    • Saint Cloud, MN 56301 (Preferred)

    Work Location: Hybrid remote in Saint Cloud, MN 56301

  • 30 Days Ago

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Logistics Management Specialist
  • U.S. Army Reserve Command
  • Saint Joseph, MN FULL_TIME
  • About the Position: This position is a Military Technician position with the 416th Theater Engineer Command Headquarters and Headquarters Company, 367 Engineer Battalion, 372 Engineer Brigade located ...
  • 15 Days Ago

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Revenue Management Specialist - Uruguay
  • Despegar
  • Montevideo, MN FULL_TIME
  • En el #EquipoDespegar somos un grupo de grandes profesionales dedicados a crear las mejores experiencias para que los viajes enriquezcan la vida de las personas. Trabajamos en equipo, nos involucramos...
  • 9 Days Ago

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Document Management Specialist
  • Meduit
  • Sartell, MN FULL_TIME
  • WHAT WE DO: Meduit is seeking highly qualified candidates to join our Insurance Specialist teams as a Document Management Specialist. If you are goal driven, hard-working, and have excellent communica...
  • 1 Month Ago

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Customer Service/Admin Specialist
  • Reliable Premium Management
  • Waite, MN FULL_TIME
  • Reliable Premium Management Inc. provides pay-as-you-go insurance solutions to business owners nationwide. We’ve been in business for over 17 years and pride ourselves in good old-fashioned customer s...
  • 29 Days Ago

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Finance and Wealth Manager
  • Northwestern Mutual
  • Saint Cloud, MN FULL_TIME
  • Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial to...
  • Just Posted

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0 Wealth Management Specialist jobs found in Saint Cloud, MN area

St. Cloud is a city in the U.S. state of Minnesota and the largest population center in the state's central region. Its population is 67,984 according to the 2017 US census estimates, making it Minnesota's tenth largest city. St. Cloud is the county seat of Stearns County and was named after the city of Saint-Cloud, France (in Île-de-France, near Paris), which was named after the 6th-century French monk Clodoald. Though mostly in Stearns County, St. Cloud also extends into Benton and Sherburne counties, and straddles the Mississippi River. It is the center of a small, contiguous urban area tot...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$73,505 to $117,406
Saint Cloud, Minnesota area prices
were up 1.3% from a year ago

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