Financial Planner
$61k - $119kNorthwestern Mutual
Northwestern Mutual offers a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.
Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client's unique needs
- Manage your client's financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
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:
- Planning Experience
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis
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 and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Compensation & Benefits
- Performance-based earnings and revenue1:
- Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
- 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 support2
- 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
You could be right for this opportunity if you have:
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration xhyhwjd
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Bachelor's degree
- Legal authorization to work in the US without sponsorship
Why join Northwestern Mutual:
- Top 5 US Independent Broker-Dealers4
- Unsurpassed financial strength with total company assets of $366 billion5
- Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
- Fortune 500 company (June 2024)
- Forbes' Best Employers for Diversity (2023)
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
- 2024 Training APEX Award winner
- Almost 170 years of comprehensive and innovative financial planning
Vacancy posted 11 days ago
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