Wealth Management Advisor

Job Description

Wealth Management Advisor

Hybrid | Lombard, IL

Base salary $90,000 to $100,000 + bonus potential

We're a growing, well-established wealth management team within Northwestern Mutual, and we're looking for a Wealth Management Advisor to join us. This role is ideal for an experienced financial planning professional who enjoys working closely with clients, collaborating with a team, and delivering high-touch service across investments and risk management.

You'll play a key role in supporting comprehensive financial plans--roughly 80% investment-focused and 20% risk management --while gaining exposure to advanced planning strategies and long-term career growth.

As a Wealth Management Advisor, you'll be hands-on in the day-to-day execution of client plans and ongoing service, including:

• Preparing, implementing, and monitoring comprehensive financial plans
• Executing investment trades, rebalancing portfolios, and performing tax-loss harvesting when appropriate
• Opening and maintaining investment accounts and managing money movement (transfers, journals, ACHs)
• Updating and maintaining plans within proprietary planning software (PX)
• Supporting insurance planning by running ledgers, submitting applications, and coordinating underwriting
• Partnering with estate planning attorneys to ensure proper