What are the responsibilities and job description for the Financial Advisor (Seeking Career Changers) position at Northwestern Mutual?
Our Financial Advisors at Northwestern Mutual Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY & YORK, PA) help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and is looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
- BA or BS degree from a four-year institution preferred
- Candidate must be an accomplished communicator with strong verbal and written skills
- Prior sales and/or business experience preferred and possess a history of personal and professional success.
- At least 4 years of professional experience.
- Prior financial services experience not needed -- extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Expense Allowance
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
Benefits:
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Vision insurance
Compensation package:
- Bonus opportunities
- Commission/Fees pay
- Renewals/residual income
Why join Northwestern Mutual:
- Fortune 100 company (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 10 US Independent Broker-Dealers1
- #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
- Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
- $224 billion3 (retail investment client assets held or managed)
Salary : $224