Financial Representative - (Training & Mentorship Provided)
Northwestern Mutual
Job Description
Job Description
Financial Representative / Financial Advisor
Build a Meaningful Career While Helping Others Achieve Financial Security
At Northwestern Mutual, you'll have the opportunity to help individuals, families, and business owners make informed financial decisions while building a rewarding and entrepreneurial career. We provide the training, resources, and support to help you grow professionally and serve clients with integrity and confidence.
Our Core Values
We are committed to fostering a culture built on:
- Faith : Confidence, trust, and optimism in serving others and supporting our communities.
- Growth : A commitment to continuous learning and professional development.
- Grit : The perseverance to overcome challenges and pursue long-term goals.
- Gratitude : Appreciation for opportunities, relationships, and positive impact.
- Charisma : Positive energy, professionalism, and the ability to inspire confidence.
Our Mission
- Improving Lives
- Protecting Dreams
- Building Legacies
What You'll Do
As a Financial Representative, you will:
- Build meaningful relationships with clients and prospects.
- Analyze clients' financial situations and goals.
- Develop personalized financial plans and strategies.
- Provide guidance on insurance, investments, retirement planning, and wealth management solutions.
- Help clients make informed decisions through education and ongoing support.
- Review and update financial plans as client needs evolve.
- Grow your practice through networking, referrals, and community engagement.
Why Consider This Opportunity?
Many successful Northwestern Mutual advisors transitioned from careers in sales, education, hospitality, banking, athletics, management, entrepreneurship, military service, and other industries.
You may be a strong fit if you:
- Enjoy building relationships and earning trust.
- Are motivated and self-directed.
- Have strong communication and interpersonal skills.
- Enjoy helping others solve problems and achieve goals.
- Are interested in personal finance and financial planning.
- Thrive in an entrepreneurial environment.
Training and Development
No prior experience in financial services is required. New advisors receive:
- Comprehensive onboarding and training.
- Coaching from experienced financial professionals.
- Licensing support and educational resources.
- Ongoing professional development opportunities.
- Access to planning tools and technology resources.
Training programs are designed to help advisors build the knowledge and skills necessary to serve clients effectively and meet licensing requirements.
Compensation
This is a performance-based opportunity that offers competitive earning potential. Compensation may include a combination of:
- Commissions
- Advisory and investment-related compensation (where applicable and properly licensed)
- Renewal or residual compensation opportunities
- Bonuses and incentives for qualifying performance
Northwestern Mutual also offers programs that may provide financial support during the early stages of an advisor's career, subject to eligibility requirements.
Important Disclosure: Compensation is not guaranteed and varies based on factors including individual performance, experience, business results, licensing, market conditions, and other factors. Earnings opportunities are not representative of all advisors.
Benefits
Eligible advisors may have access to a comprehensive benefits package, including:
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) and company matching opportunities
- Pension plans (where applicable)
- Health Savings and Flexible Spending Accounts
- Licensing and continuing education reimbursement
- Paid training
- Flexible scheduling options
Benefits are subject to eligibility requirements and plan terms.
Qualifications
Preferred qualifications include:
- Bachelor's degree from an accredited college or university preferred.
- 4 years of military experience.
- Previous experience in sales, customer service, business development, banking, financial services, or related fields preferred.
- Strong communication and relationship-building skills.
- Entrepreneurial mindset and strong work ethic.
- Ability to obtain required state insurance licenses and securities registrations, if applicable.
About Northwestern Mutual
For more than 160 years, Northwestern Mutual has helped clients build financial security through comprehensive planning and a broad range of financial solutions.
Northwestern Mutual professionals work with clients to create strategies that help address financial goals across all stages of life, including:
- Risk management and insurance protection
- Wealth accumulation
- Retirement planning
- College funding
- Estate and legacy planning
- Investment strategies
Equal Opportunity Employer
Northwestern Mutual is an equal opportunity employer. We are committed to creating an inclusive workplace and providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.
Job Type: Full-Time
Location: Creve Coeur, MO
Education: Bachelor's Degree Preferred
Experience: Sales, customer service, or business development experience preferred
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