What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
Financial Representative- Fortune 100 Company
Northwestern Mutual- Ann Arbor, MI
The Opportunity: Northwestern Mutual – Ann Arbor, looking to train top talents to join our team.
As a Financial Advisor with Northwestern Mutual, you will work to provide comprehensive financial planning to your clientele. You will be the go-to financial services professional, developing trusting and genuine relationships with your clients throughout the sales cycle.
Advisor Responsibilities:
- Advise clients on financial planning and investment strategies.
- Assess clients' short, mid, and long-term goals to prepare presentations that recommend various financial products to achieve said goals.
- Review and communicate portfolio performances.
- Network and build relationships with new and existing client base.
- Attend training and development meetings
Accolades: Devotion to its policy owners and interaction with its communities has led The Northwestern Mutual through over 160 years of industry success.
- In 2018, Fortune® magazine recognized Northwestern Mutual as World’s "Most Admired" Company in our category (Fortune Magazine, 2023)
- Northwestern Mutual was ranked as the “Best Service Company to Sell For” in Selling Power Magazine’s ’50 Best Companies to Sell For (2023)
- Northwestern Mutual has been recognized as a “Best Place to Work in 2022 and 2023” and a recipient of the Employees’ Choice Award by Glassdoor.com, an online career and workplace community
- Training magazine has ranked Northwestern Mutual one of the top companies for employer-sponsored workforce training and development; falling at #30 of the top 125 training and development programs (2022)
Compensation:
- Average compensation for a new advisor is $103,951. Top 25% average of new advisors is $236,499. Top 10% average of new advisors is $512,738.
- Compensation structure based on track record of success and previous work history
- Sponsorship of licensing/credentialing
- Highly competitive benefits package including medical and retirement.
Preferred qualifications:
- Bachelor's degree from a four-year institution
- A self-starter and highly motivated
- A personal history of success
- Strong interpersonal skills
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual Investment Services, LLC, (securities) subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, (fiduciary and fee-based financial planning services) subsidiary of NM and federal savings bank.
Salary : $103,951 - $512,738