Financial Advisor jobs in United States
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Northwestern Mutual · 16 hours ago

Financial Advisor

Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a Financial Advisor. In this role, you will help clients achieve their financial goals by creating personalized financial plans and managing their financial strategies throughout various life stages.

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Hiring Manager
Tek R. Wiegert, CFP®
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Responsibilities

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
Obtain licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Participate in training programs to develop skills and knowledge for building a financial planning practice
Utilize proprietary planning software to educate clients and deliver holistic financial plans
Shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure
Access support for insurance licensing and financial planning designations
Engage in continuous learning and collaboration with industry experts and tenured financial advisors

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeEntrepreneurial ambitionsCommunicatorDriveRelationship-buildingTime-management skillsCritical thinkingMotivation

Required

Bachelor's degree
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
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Benefits

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 support
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

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