Job Description

Associate Private Wealth Advisor

Luminate Wealth Management & Insurance Services-Northwestern Mutual Orange County

Our firm is one of the largest practices within Northwestern Mutual. We are proud to manage over $1.5 billion in client assets and work with some of southern California’s most successful and influential families and businesses. We provide comprehensive financial planning and wealth management, requiring a high level of intellectual capital and an unwavering commitment to the clients who have trusted us.

Our Vision is to inspire, care for, and motivate families to experience their most amazing life.

What you will bring to the firm:

• You have a relentless drive to learn and grow as part of a high performing financial planning team.
• You enjoy working with clients and can formulate and deliver advice as part of an advisory team.
• You are a natural opportunity spotter and have a strong track record of making actionable recommendations to clients.
• You are analytical and naturally curious and apply those traits to developing custom planning solutions.

What you will do:

• Manage an assigned book of clients and look for opportunities to grow their relationship with the firm.
• Answer questions and deliver advice for clients on their existing products.
• Participate in meetings with existing and prospective clients. Learn about their goals, challenges, and aspirations and build financial plans to show them what’s possible.
• Analyze potential planning strategies, develop, and deliver recommendations to existing and prospective clients.
• Represent the firm as an expert in investments and insurance planning.
• Expand our impact by asking for referrals to future clients of the firm.

What you have:

• Exceptional relationship building skills and a commitment to client service.
• Collaborate within a team and work well in a team environment.
• Ability to apply critical thinking and problem solve.
• Strong attention to detail.
• Highly adaptable and able to manage the change required of a fast-growing firm.
• Previous experience with retail investments.
• Series 7 and 63/65/66 licenses, as well as California Life & Health insurance license (preferable).
• 2+ years of experience delivering comprehensive financial advice to clients.

What we offer:

• We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals.
• We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development.
• You need to relax, so we offer a generous time off policy and the flexibility to actually use it – with a team to support you so you come back refreshed and not overwhelmed.
• We support your family planning by offering a comprehensive parental leave policy.
• Your wellness is important, and we support you with comprehensive medical, dental, vision, long-term disability, and life insurance coverage in addition to our on-site gym and complimentary yoga instruction.
• Cheat days happen too, so we have a fully stocked snack station with espresso bar and sparkling water.
• We are financial planners, and we support your financial plan with a 401(k) and profit-sharing contribution, as well as discounts on investment products.

Compensation Range

• Base Salary: $80,000 - $100,000 depending on experience.
• Bonus: $5,000 - $20,000 based on firm and individual performance.
• Total Cash Compensation Range: $85,000 - $120,000
• Exceptional performers have an opportunity to advance to Luminate’s Private Wealth Advisor role.

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