Financial Advisor

Northwestern Mutual•Middleton, MA

1d•Onsite

About The Position

Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to establish your own business, assisting clients in achieving their financial goals through comprehensive planning. The journey begins as a financial representative, focusing on client acquisition and obtaining necessary licenses. The company provides award-winning training programs, including education, skill-building, and development strategies, to help you build a successful financial planning practice. This practice will cover areas such as Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, and Business Needs Analysis. Northwestern Mutual's proprietary planning software aids in educating clients and delivering holistic financial plans, encompassing investments, insurance, and annuities, thereby enabling a greater impact on clients and the community. As a business owner, you gain the flexibility to structure your workday and achieve uncapped earning potential through a performance-based compensation model. The company supports various approaches to building and growing your practice, whether through opening an office, joining a team, or becoming an advanced advisor.

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 communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6
Series 7
Series 63

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Benefits

Performance-based earnings and revenue
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
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