Wealth Management Trainee

Wealth Management Trainee Career Description:

When getting started on Wall Street, it’s essential to join a firm that will give you the most opportunities for success. The Wealth Management trainee program will get you started in a challenging yet lucrative career. We’re going to sponsor and pay for your licenses (Series 6/7, 63, Life & Health) and teach you how to work with Business Owners, Families, and Individuals.

Think about a goal that you’ve accomplished; whether it was helping your team win a championship, paying off debt, or running your first 10K; the feeling of accomplishment is undeniable. Now think about how helping others reach their financial goals will feel both for you and your clients.

Financial advisors with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities.

You’ll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future.


This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you would want to earn at any time in your career. To give you an idea, our financial professionals are making on average $113,939 in years 1-4 and $444,679 on average after 5+ years. What’s the catch? The first years can be demanding as you’re learning the business. But the trade-off is that you get to define what success looks like.

Desired Skills and Experience

  • Bachelor’s degree Required
  • Preferred: CFA / CFP/ J.D. / Ivy League Undergrad
  • Someone who builds relationships centered on trust, open communication, and transparency
  • Someone proactive and focused on providing excellent customer service
  • Someone who has a history of professional success

Additionally, Northwestern Mutual is committed to offering its Financial Advisors/Wealth Management Advisors a comprehensive compensation and benefits program which includes:

  • Exceptional Income Potential
  • Leadership Opportunities
  • Sponsorship of Licensing/Credentialing
  • Development Stipends
  • Expense Allowance
  • Comprehensive Medical Coverage
  • Retirement Package; Pension Plan
  • Group Life and Disability Income Insurance

Apply now:

Reach out to: [email protected] for more information

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