Northwestern Mutual
Private Wealth Advisor
Northwestern Mutual, Manhattan Beach, California, United States, 90266
2 days ago Be among the first 25 applicants
This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $160,000.00/yr - $210,000.00/yr
Direct message the job poster from Northwestern Mutual
Our goal is for our clients to
Achieve Financial Peace of Mind™.
We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $700 million in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.
We are seeking an experienced and client-focused Private Wealth Advisor to join our team. This role involves working with existing clients to refine and update their financial plans, identifying new opportunities, and collaborating with internal teams to provide customized, comprehensive financial solutions. The ideal candidate is a Certified Financial Planner® with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals.
Compensation will be determined by experience and expertise. Salary + bonus range is between $160,000-$210,000.
Key Responsibilities
Client Relationship Management: Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape; identify and recommend new planning strategies, investment opportunities, and financial solutions; build long-term client relationships, including potential referrals to second‑generation clients and prospective clients.
Financial Planning & Strategy: Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients; provide strategic input on financial plans, ensuring they align with the client’s timeline, risk tolerance, and financial goals; synthesize multiple areas of financial planning into a holistic strategy – insurance analysis (life, disability, long‑term care), asset & liability management, tax implications & optimization strategies, education funding & major purchase planning, business planning and succession strategies; partner with internal financial planners to design and deliver comprehensive financial plans; collaborate within the firm to enhance client experience and optimize financial outcomes.
Qualifications
Bachelor’s Degree
Operates with a caring and collaborative attitude
Ability to be in our Manhattan Beach office 3×/week (hybrid role)
5+ years of experience in investment strategy, client relationship management, and financial planning within a broker‑dealer or FINRA‑registered environment
Strong consultative and communication skills
Seniority level Director
Employment type Full‑time
Job function Finance
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Disability insurance
Location Manhattan Beach, CA; Los Angeles Metropolitan Area
#J-18808-Ljbffr
This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $160,000.00/yr - $210,000.00/yr
Direct message the job poster from Northwestern Mutual
Our goal is for our clients to
Achieve Financial Peace of Mind™.
We do that through a deep understanding of who they are and what matters most to them, a commitment to excellence, and a collaborative atmosphere. We are Strategic View Advisors, a wealth management firm under the Northwestern Mutual Private Client Group umbrella. We manage approximately $700 million in assets, while providing a boutique wealth management experience for high-net worth clients with a focus on holistic financial planning.
We are seeking an experienced and client-focused Private Wealth Advisor to join our team. This role involves working with existing clients to refine and update their financial plans, identifying new opportunities, and collaborating with internal teams to provide customized, comprehensive financial solutions. The ideal candidate is a Certified Financial Planner® with a consultative approach, a deep understanding of financial planning strategies, and a passion for guiding clients toward their financial goals.
Compensation will be determined by experience and expertise. Salary + bonus range is between $160,000-$210,000.
Key Responsibilities
Client Relationship Management: Meet with existing clients to review and update financial plans in alignment with their evolving goals and the current market/economic landscape; identify and recommend new planning strategies, investment opportunities, and financial solutions; build long-term client relationships, including potential referrals to second‑generation clients and prospective clients.
Financial Planning & Strategy: Work closely with internal Operations and Planning teams to develop and refine financial plans for both new and existing clients; provide strategic input on financial plans, ensuring they align with the client’s timeline, risk tolerance, and financial goals; synthesize multiple areas of financial planning into a holistic strategy – insurance analysis (life, disability, long‑term care), asset & liability management, tax implications & optimization strategies, education funding & major purchase planning, business planning and succession strategies; partner with internal financial planners to design and deliver comprehensive financial plans; collaborate within the firm to enhance client experience and optimize financial outcomes.
Qualifications
Bachelor’s Degree
Operates with a caring and collaborative attitude
Ability to be in our Manhattan Beach office 3×/week (hybrid role)
5+ years of experience in investment strategy, client relationship management, and financial planning within a broker‑dealer or FINRA‑registered environment
Strong consultative and communication skills
Seniority level Director
Employment type Full‑time
Job function Finance
Industries Financial Services and Investment Management
Benefits
Medical insurance
Vision insurance
401(k)
Paid paternity leave
Paid maternity leave
Disability insurance
Location Manhattan Beach, CA; Los Angeles Metropolitan Area
#J-18808-Ljbffr