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Wealth Management Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.

Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

Build Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

Educate Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

Own Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs.

• 1st Year Incentive Package
• Accelerated Commission Structure
• Renewable Income
• Formalized Bonus Program
• Reimbursement for insurance licensing, SIE, Series 7, CFP, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• Bachelors Degree
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Us

For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategiesinsurance, investments, and annuitiesbuilt to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyones different viewpoints bring new successes!

• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
• $224 billion (retail investment client assets held or managed)

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Paid maternity leave

Disability insurance

Paid paternity leave

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Wealth Management Coordinator

Are you organized, client-focused, and energized by helping others achieve their financial goals? Join our Retirement and Investment Center (RIC) at Dow Credit Union as a part time Wealth Management Coordinator. This unique opportunity blends administrative excellence with a passion for financial wellness and client service.

Would you like to join a supportive organization that invests in its employees? Do you want to build a long-term career in the people helping people industry with an established and award-winning company? If so, please read on!

This position earns a competitive minimum starting hourly pay of $20. We provide terrific benefits, including quarterly and annual incentives, a 401(k) plan, paid holidays, and paid time off (PTO). If this sounds like the right opportunity for you, apply today!

Dow Credit Union: Our Mission

In 1937, the country was still in the throes of a severe economic depression that underscored the need for a workable financial plan to enable Dow employees to save for emergencies and obtain convenient, low-cost credit. Two Dow employees heard about the credit union movement, and the rest is history. Today, we serve more than 81,000 members and have over $2.3 billion in assets. Our goal has always been to serve our members to the best of our abilities and provide them with the best value for their money. Every day, we continually strive to improve our level of service by keeping our focus on our members.

In order to do this, we have to hire and retain loyal, team-oriented employees who have genuine care and concern for our members and conduct themselves with integrity and professionalism. That's why we offer competitive pay, excellent benefits, and a positive work culture. We truly respect each other and actively encourage diversity, equity, and inclusion (DEI). We are an equal-opportunity employer.

Wealth Management Coordinator

What You'll Do:

As the Wealth Management Coordinator, you'll be the backbone of our investment team-supporting Financial Advisors, creating a seamless client experience, and helping drive awareness and engagement with our investment services. Responsibilities include:

Sales Support

• Make proactive outreach calls to schedule appointments and follow up on campaigns
• Support educational events and financial wellness initiatives
• Manage internal referral processes and collaborate with credit union staff to promote services
• Assist with website, social media, and marketing coordination

Client Experience

• Serve as a welcoming, professional resource for clients and staff
• Coordinate communication between Advisors and the credit union team
• Schedule client appointments and support a consistent service model
• Ensure clients stay connected and informed throughout their financial journey

Operational Efficiency

• Maintain calendars, client files, and CRM records
• Support compliance processes and documentation
• Create and update program dashboards, reports, and procedures manuals

What You Bring:

• 1+ year of customer service experience (financial services preferred)
• Excellent communication and phone skills
• Strong attention to detail, organization, and follow-through
• Comfortable with CRM systems and general office technology
• A collaborative attitude with a willingness to learn sales and financial concepts
• Knowledge of financial planning products and credit union services is a plus
• Must be able to travel distances exceeding 30 miles

Why This Role:

• Impactful work that supports clients' financial well-being
• Exposure to the dynamic field of wealth management
• Opportunity to grow and gain experience in financial services
• Flexible, part-time role with potential for varied hours for events and networking

Join a supportive team environment where your skills and enthusiasm for service will help others build a more secure financial future.

Apply today and help bring financial confidence to our credit union members.

Together we fight for everyone's opportunity for a better financial future.

We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough . we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now

Join Voya's Wealth Management Business in Boston - Shape the Future of Wealth Advisory

Are you a forward-thinking recruiter ready to make your mark in a dynamic, growth-focused environment? Voya Financial invites you to be part of something transformative - the launch of our expanding Wealth Management presence in the Boston, MA . As we evolve and expand our retail wealth service offering, we're looking for a high energy recruiter who wants to grow with a firm that's investing in the future - your future .

We are seeking a highly motivated, networked, and experienced Senior Recruiter to join our dynamic team. This individual will play a crucial role in attracting top talent to our retail wealth division.

Please Note: The role will be office-centric with a requirement to be in our office on average 3 days per week.

Key Responsibilities:

• Manage the full lifecycle recruiting process, including sourcing, screening, interviewing, and offer generation for retail wealth talent.
• Attend career fairs, college events, and industry conferences to build a strong pipeline of candidates and represent Voya.
• Collaborate and consult with hiring managers to identify and understand their talent needs, focusing on attracting top and inclusive talent.
• Leverage tech and social media platforms for branding, sourcing talent, and gathering market data. (LinkedIn, etc.)
• Develop and maintain a robust network within the financial advisor and financial consultant career area to leverage for recruitment purposes.
• Ensure compliance with federal and licensing regulations related to recruitment in the financial services industry.
• Utilize Workday for managing recruitment processes and maintaining accurate and complete candidate records.
• Conduct thorough evaluations of candidate qualifications and fit for role requirements, with a keen understanding of the retail wealth industry.

Qualifications:

• Bachelor's degree preferred; relevant experience may be considered in lieu of degree.
• 3-5 years of recruiting experience, preferably within financial services or retail wealth.
• Strong knowledge of financial products and services, particularly in the wealth management space.
• Proven ability to build relationships and communicate effectively with candidates, hiring managers, and stakeholders.
• Experience in finance actuarial license sales is strongly preferred.
• Familiarity with federal regulations and licensing requirements in the financial services industry. (FINRA, CFA, CFP)
• Proficient in using technology such as Workday (preferred) or similar systems to streamline recruiting processes.

Skills:

• Strong communication skills, both written and verbal.
• Excellent organizational and time management skills.
• High level of professionalism and ability to handle sensitive information.
• Strong interpersonal skills with a knack for building rapport with candidates and team members.
• Ability to work effectively in a fast-paced environment and adapt to changing needs.

#LI-MG1

Compensation Pay Disclosure:

Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$92,690 - $15,860 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Director, Wealth Management page is loaded

Director, Wealth Management Apply locations Hancock Whitney Plaza - Gulfport, MS Hancock Whitney Center - New Orleans, LA time type Full time posted on Posted 2 Days Ago job requisition id R

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an

Description
The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to
You know what's awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within.
Job Description:
1. Answering phones/delivering messages
2. Scheduling client reviews and updating any changes prior to the client meeting
3. Client Reporting: Orion Software - (We will train)
4. Cash Balance Reports review with registered advisor/ monthly
5. Investment Policy Questionnaires with clients and recording results
6. ACH/ Money Movement between accounts or institutions
7. New

Wealth Management Specialist
Beverly Hills, California
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of