Financial Advisor

Northwestern Mutual•Bettendorf, IA

4d•$61,000 - $119,000•Onsite

About The Position

A Financial Advisor at Northwestern Mutual builds a financial planning practice and helps clients work toward their goals through personalized, holistic financial planning. The role begins as a financial representative focused on building a client base and obtaining required licenses. Northwestern Mutual provides training, development, planning software, and access to a network of experienced advisors to help establish the practice. Advisors may shape their businesses around their long-term vision, including opening an office, joining a team, or becoming an advanced advisor. The role is described as business ownership with performance-based compensation and uncapped earning potential; financial representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. Income is not guaranteed.

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 referral network, and providing a strong client experience.
Build personalized, holistic financial plans tailored to each client’s needs.
Manage clients’ financial plans to help them achieve their goals.
Develop relationships with clients and support them 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.
Certified Financial Planner® licensing support, subject to program 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.
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 and securities licensing.