What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual Boston?
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 a financial advisor, you will:
· 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 and Development
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. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
Compensation & Benefits
· Performance-based earnings and revenue:
· Additional income structure to support training and early development
· Support for insurance licensing, Securities Industry Essentials®, Series 6, SIE, Series 63, and more
· Fully company-funded retirement package and pension plan
You could be right for this opportunity if you have:
· Entrepreneurial ambitions to be a business owner
· History of success in relationship-building or client-facing roles
· Desire for continuous learning and collaboration
· Strong communicator
· Strong sense of motivation and drive
· Legal authorization to work in the US without sponsorship
Why join Northwestern Mutual:
· Top 5 US Independent Broker-Dealers
· Unsurpassed financial strength with total company assets of $366 billion
· Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
· Fortune 500® company (June 2024)
· Forbes’ Best Employers for Diversity (2023)
· Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2023)
· 2024 Training APEX Award winner
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Retirement plan
- Vision insurance
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
Education:
- Bachelor's (Required)
Ability to Commute:
- Boston, MA 02108 (Required)
Work Location: In person