Financial Advisor with Insurance Background
About The Position
As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Dorner District of Northwestern Mutual has 22 years of experience developing top-performing financial advisors, and is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes as Best-in-State, celebrating the vision, commitment, teamwork, and planning excellence that define our culture. Led by Dr. Jason Selk’s first Certified Mental Toughness Coach—also certified by the BrainFirst Institute in neuroscience-based coaching—we combine mindset and skill development to help advisors reach their full potential. We’re equally passionate about giving back, supporting organizations like Midwest Food Bank Bloomington, Cystic Fibrosis Foundation, Alex’s Lemonade Stand Foundation, and more that strengthen our communities and support families in need. Professionals from insurance can thrive here by turning their book-building and relationship management experience into a career in wealth planning, building on the trust earned with clients while expanding their impact through comprehensive financial planning. They can explore greater ownership over their income and the opportunity to create a schedule that fits their goals. They will receive industry-leading training, mentorship, and licensing support throughout their transition and be surrounded by a team of professionals who successfully transitioned from a variety of industries into financial services. Many of our advisors came from careers where they excelled at serving clients and building trust before discovering a career that offered greater flexibility, professional growth, and ownership over their future.
Requirements
- Education: Bachelor's degree is required.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
