Financial Advisor

Job Description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

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• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
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• Build personalized, holistic financial plans tailored to every client’s unique needs
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• Manage your client’s financial plans to help them achieve their goals
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• Grow relationships with clients to support them through every stage of life
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On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

"Looking for individuals that do that right thing even when nobody's watching! Have Integrity"

"You're not coming in here to become an employee, your coming in here to be your own boss!"

"We build & Develop Entrepreneurs, we don't buy them"

"98% of Northwestern Mutual's advisors came in with no experience at all in finance"

"As a business owner, the foundation is already laid for you!"

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. That 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.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre- payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

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• Performance-based earnings and revenue1:
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• Average advisor annual earnings of $103K - (based on company average for representatives in the first year)
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• Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors in the first year)
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• Additional income structure to support training and early development
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• Renewal income earned for continued client support and policy management
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• Bonus programs and expense allowances
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• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
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• Certified Financial Planner® licensing support2
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• Fully company-funded retirement package and pension plan
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• Competitive and comprehensive medical, vision, and dental plans
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• Life Insurance and Disability Income Insurance
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• Parental benefits at every stage of family planning
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You could be right for this opportunity if you have:

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• Bachelor’s degree
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• Entrepreneurial ambitions to be a business owner
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• History of success in relationship-building or client-facing roles
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• Excellent time-management skills
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• Desire for continuous learning and collaboration
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• Proficient critical thinking skills
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• Strong communicator
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• Strong sense of motivation and drive
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• Legal authorization to work in the US without sponsorship
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About Northwestern Mutual

For over 168 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

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• Top 5 US Independent Broker-Dealers
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• Unsurpassed financial strength with total company assets of $400 billion
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• Recognized for 6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
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• Fortune 500® company
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• Forbes’ Best Employers for Diversity
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• Training APEX Award winner
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