What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
A Financial Advisor at Northwestern Mutual helps clients reach their goals by showing them where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision.
Responsibilities include but are not limited to:
- Conduct in-depth meetings and reviews of client financial circumstances to develop personalized, holistic financial plans.
- Analyze financial goals, risk profiles, and tax strategies to provide customized advice.
- Recommend and implement insurance (life, disability, long-term care) and investment products (brokerage, advisory services) to meet client needs.
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Act as an entrepreneur to build, manage, and grow a financial planning practice.
Training, Licensing & Designations:
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. This 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.
You will obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6 or 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books.
Qualifications:
- Driven by building long-lasting relationships
- Possess a growth mindset and is receptive to guidance and coaching from leadership
- High sense of urgency
- Excellent oral and written communication skills
- High degree of initiative and autonomy
- Candidates must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time
Compensation & Benefits Package:
- Performance-based earnings and revenue
- 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
- Flexible schedule and earned autonomy
- Matching gift program
- Retirement plan
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Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. This position is employed by Tamm District Network Office.