Financial Advisor
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.
Training, Licensing & Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country.
We are committed to your continued training and development throughout your career.
The program includes hearing from industry experts, learning the art of client acquisition to drive longevity in the career, and having access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses:
- Life/Accident & Health Certifications
- Sercurities Industry Essentials (SIE)
- Series 6, 7, and 63
Compensation & 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.
Qualifications
You could be right for this opportunity if you have:
- A Bachelor’s degree
- Entrepreneurial ambitions to be a business owner
- A history of success in relationship-building or client-facing roles
- Excellent time-management skills
- A desire for continuous learning and collaboration
- Proficient critical thinking skills
- A strong communicator
- A strong sense of motivation and drive
Legal Authorization
Legal authorization to work in the US without sponsorship.
Benefits
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.