Financial Representative/Financial Advisor

Job Description

Job Description

Job title: Financial Advisor/Financial Representative

Becoming a Financial Advisor

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:

• Grow your client base by making new connections, maintaining a strong referral networks, 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

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 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

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.

This is a Career with Endless Opportunities

This career is primarily commission based but also includes training stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $86,000 in their first year, with potential for much more after that. An advantage is that you get to define what success looks like for yourself.

Average Compensation:

Year 1 | $86,000

Year 3 | $275,000

Year 5 | $600,000

Beyond income, you'll also have access to a comprehensive benefits package.

We want people with different backgrounds and work experience, including but not limited to : ,

• Athletics + Education Field
• Coaching Field (business, fitness, wellness, education)
• Communication + Community Influencers Field (client facing, recruitment, etc.)
• Sales + Marketing Field
• Real Estate + Mortgage Lending Field
• Hospitality Field
• Business Development + Business Management Field
• Finance + Banking Field
• Entrepreneurs
• Legal Field
• Military Veterans
• Community Influencers

About Northwestern Mutual

For over 165 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 and belonging 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.

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Vision insurance

Work Location: In person