What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
Our Greenville/Spartanburg financial advisory firm seeks new financial advisors to join its growing and highly productive practice. No previous financial advising experience is required; we have a robust training and development program. The ideal candidate will be in a position to onboard in December.
The ideal candidate has experience in sales, marketing or business development, is comfortable with performance based income, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures.
The Financial Advisor career with Northwestern Mutual allows one the opportunity to:
- Work with clients 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.
- Have the flexibility and freedom to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring relationships.
- Develop a career with a Financial Services firm that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
- Advance and grow into leadership and management roles.
Qualifications:
- Bachelor's degree
- Sales: 3 years (Preferred)
- Business development: 3 years (Preferred)
Desired Skills and Experience:
Bachelor’s 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. Candidate must also possess a history of personal and professional success. Prior financial services experience not required -- 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:
- Exceptional income potential plus residual income
- Flexibility of your schedule
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing – Life, Health, SIE, Series 7, Series 63
- Development Stipends
- Comprehensive Medical, Dental and Vision coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 109 (December 2025)
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2024)
- Highest possible financial ratings from AM Best, Moody's, Fitch and Standard & Poor
- TOP 5 U.S. Independent Broker Dealer (2024)
- Industry leader in total dividend payout, $9.2 billion announced for 2026
With $366 billion in assets, $36 billion in revenues, and more than $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $309 billion of client assets as a part of its wealth management and investment services.
Benefits Include:
- Dental Insurance
- Health Insurance
- Vision Insurance
- Health Savings Account
- Life Insurance
- Disability Insurance
- Professional Development Assistance
- Retirement Plan, Pension