Financial Advisor
About The Position
A Financial Advisor at Northwestern Mutual starts as a financial representative, building a client base and obtaining required licenses while developing a financial planning practice. The role involves helping clients pursue their goals through holistic financial planning, including investments, insurance, annuities, education funding, retirement solutions, trust services, and business needs analysis. Northwestern Mutual provides proprietary planning software and award-winning training, including a curriculum designed to support the first three years in the business. Advisors may shape their business around their long-term goals, such as opening an office, joining a team, or becoming an advanced advisor. Advisors are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes.
Requirements
- Bachelor’s degree.
- Entrepreneurial ambitions to be a business owner.
- History of success in relationship-building or client-facing roles.
- Excellent time-management skills.
- Desire for continuous learning and collaboration.
- Proficient critical-thinking skills.
- Strong communication skills.
- Strong motivation and drive.
- Legal authorization to work in the United States without sponsorship.
- Obtain Life/Accident & Health Certifications, SIE, and Series 6, 7, and 63 licenses.
Responsibilities
- Grow a client base by making new connections, maintaining a strong referral network, and providing a great client experience.
- Build personalized, holistic financial plans tailored to each client’s needs.
- Manage clients’ financial plans to help them achieve their goals.
- Build and grow client relationships, supporting clients through every stage of life.
- Obtain the required Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses.
Benefits
- Pre-payment or reimbursement for course tuition fees and books.
- Additional income structure to support training and early development.
- Renewal income for continued client support and policy management.
- Bonus programs and expense allowances.
- Support for insurance licensing, SIE, Series 6, Series 7, and Series 63.
- Certified Financial Planner® licensing support, subject to eligibility requirements.
- Fully company-funded retirement package and pension plan.
- Medical, vision, and dental plans.
- Life insurance and disability income insurance.
- Parental benefits at every stage of family planning.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
