Financial Advisor jobs in United States
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Northwestern Mutual · 14 hours ago

Financial Advisor

Northwestern Mutual is a leading financial services company that offers a unique opportunity to start a business as a Financial Advisor. In this role, you will help clients achieve their financial goals through personalized planning, relationship-building, and utilizing proprietary planning software.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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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 designed to support your first three years in the business
Learn the art of client acquisition to drive longevity in the career
Access to our national network of tenured financial advisors to learn the business through first-hand experience
Shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure
Build your business in a way that aligns with your long-term vision and goals

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Series 7Series 63Bachelor’s degreeDriveCritical thinkingTime-managementRelationship-buildingCommunicationMotivationDesire for continuous learning

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

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