Financial Advisor

Northwestern Mutual•Charleston, WV

4d•$61,000 - $250,000•Onsite

About The Position

A Financial Advisor at Northwestern Mutual begins as a financial representative focused on building a client base and obtaining required licenses. The role offers training and development to help establish a financial planning practice and provide clients with holistic financial plans. Planning services may include asset and income protection, education funding, investment and advisory services, trust services, retirement solutions, and business needs analysis. Advisors use Northwestern Mutual’s proprietary planning software to educate clients and develop plans that may include investments, insurance, and annuities. The role is structured around building a business as an entrepreneur, with opportunities to shape a practice according to long-term goals, such as opening an office, joining a team, or becoming an advanced advisor. Compensation is performance-based and uncapped, and advisors are considered independent contractors for income tax purposes and statutory employees for FICA tax purposes. Northwestern Mutual provides a training curriculum designed to support the first three years, including instruction from industry experts, client-acquisition training, and access to experienced advisors. Advisors must obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses. Course tuition fees and books may be prepaid or reimbursed. CFP® designation pre-payment and reimbursement support is available subject to a minimum of three years of service.

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, Securities Industry Essentials (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 positive 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.

Benefits

Performance-based earnings and revenue, with reported average and top-quartile advisor earnings.
Additional income structure to support training and early development.
Renewal income for ongoing client support and policy management.
Bonus programs and expense allowances.
Pre-payment or reimbursement support for licensing course tuition fees and books.
Certified Financial Planner® licensing support, subject to eligibility requirements.
Fully company-funded retirement package and pension plan.
Competitive and comprehensive medical, vision, and dental plans.
Life insurance and disability income insurance.
Parental benefits at every stage of family planning.