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.
Qualifications
- 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
Benefits
- Performance-based earnings and revenue
- 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
Schedule
As an independent contractor, schedules vary based on individual performance and client needs.
Pay
USD $61,000.00 - USD $250,000.00 /Yr.
Requirements
No minimum years of service required to qualify for the designation pre-payment and reimbursement program.
Legal Authorization
Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
Skills
None specifically listed, but proficiency in critical thinking, communication, and client relationship management is essential.
About the Role
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As an entrepreneur, you can shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.