Financial Advisor Opportunity for Career Changers
Northwestern Mutual - St. Louis
Job Description
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- You already have what it takes, people skills, perseverance, and a desire to make a difference.
- We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
- You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual:
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Team: Gerard Hempstead – Managing Partner (MP):
- Time with NM: 30 years.
- Prior Experience: Gerard began his career as a Certified Public Accountant (CPA) before joining Northwestern Mutual, where he has built a long-standing and impactful career in leadership.
- Passionate About: Gerard is deeply passionate about his faith, family, and giving back to the community. He also enjoys traveling and playing golf, and values building meaningful relationships both personally and professionally.
- Time with NM: Since 2019.
- Prior Experience: Aaron joined Northwestern Mutual as an intern in 2019 while attending the University of Missouri–St. Louis, where he majored in Finance. He quickly distinguished himself as a top-performing intern, ranking #1 in the Southern Region and at Winter Camp. He transitioned to a full-time Financial Advisor later that year and achieved Pacesetter 40 within his first six months. Aaron is currently pursuing his Certified Financial Planner (CFP®) designation and founded Aeon Financial within Northwestern Mutual to deliver a more personalized, client-first approach.
- Passionate About: Aaron is passionate about empowering individuals and families to build wealth and achieve financial independence. Outside of work, he is dedicated to mentoring youth in his community, teaching and writing music for local high school band students, and staying active. He enjoys playing golf, watching sports (especially as a New York Knicks fan), playing the drums, and giving back through mentorship.
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
- Education: A bachelor's degree in finance, business, or a related field.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Vacancy posted 2 days ago
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