What are the responsibilities and job description for the Financial Advisor | Licensing & Training Provided position at Northwestern Mutual?
Job description:
About the Company:
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual - Center City:
- Fortune 500 company (2025)
- Forbes' Best Employers for Diversity (2018-2023)
- Top 10 US Independent Broker-Dealers
- #1 Among Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
- $335 billion (retail investment client assets held or managed)
About the Role: Key Responsibilities of a Financial Advisor.
Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans, including investments, insurance, and retirement strategies.
- Insurance Solutions: Recommend and implement strategies to protect clients' assets and income.
- Ongoing Support: Monitor and update clients’ financial plans as needed to adapt to changing circumstances.
- Networking: Build and maintain a client network through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Required Skills:
- Strong interpersonal and communication skills
- Analytical thinking
- The ability to build trust and rapport with clients
Preferred Skills:
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Pay range and compensation package:
- Compensation and commission structure to support early development.
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Financial Planning
Equal Opportunity Statement: We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Work Location: Hybrid remote in Philadelphia, PA 19119