What are the responsibilities and job description for the Financial Advisor (Training Provided) position at Northwestern Mutual?
Pay:
$99,647-245,087 a year - Full-time
Benefits:
- Pension plan
- Health insurance
- Vision insurance
- Dental insurance
- Life insurance
Overview:
Build a career with an impact. As a financial advisor at Northwestern Mutual, you are not just taking a job, you will be launching your own financial practice backed by one of the oldest and most respected firms in the industry.
You will begin as a Financial Representative, developing your client base and mastering the foundations of a holistic approach to financial planning. Our nationally recognized training program equips you with all the necessary education, tools, and mentorship needed to grow a successful and thriving business. If you are a highly driven, entrepreneurial spirit, you will thrive in this environment. Through this program you will be fully equipped with:
· Planning experience
· Asset & income protection
· Investment & advisory services
· Trust services
· Retirement services
Responsibilities:
As a financial advisor, you will:
- Grow your client base by making new connections, maintaining a strong referral network, and providing great client experience
- Build personalized, 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
At northwestern mutual, we don’t just hire. We invest in the long-term success of all of our financial advisors. We have been consistently recognized for having one of the top training programs in the nation. We provide all of the education, resources, and mentorship you need from day one. In addition to our training program, we also support you by providing resources and exam fee reimbursement for:
· Insurance (pre-training): Life, Accident & Health Resident State Producer License
· Investments (within first year): Securities Industry Essentials (SIE), Series 6 or 7, and Series 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
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- 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
Qualifications:
You could be right for this opportunity if you have:
- 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
- Legal citizen of the United States or dual citizenship with the United States
Salary : $61,000 - $119,000