Financial Advisor Development Program jobs in United States
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Northwestern Mutual · 7 hours ago

Financial Advisor Development Program

Northwestern Mutual is a leading financial services company that has been helping clients navigate their financial lives for over 160 years. The Financial Advisor Development Program focuses on building a client base, educating clients on financial solutions, and managing their financial plans while providing support through comprehensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Brendan Marry
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Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations
Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs

Qualification

Financial PlanningSales ExperienceClient Relationship ManagementEntrepreneurial MindsetDesire for LearningTime Management

Required

4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase