Financial Advisor - Training and Licensing Provided jobs in United States
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Northwestern Mutual · 1 day ago

Financial Advisor - Training and Licensing Provided

Northwestern Mutual is a leading financial services company that has been helping clients with financial planning for over 165 years. They are seeking a Financial Advisor who will build personalized financial plans for clients, grow their client base, and manage financial strategies to help clients achieve their goals. The role provides comprehensive training and support for licensing to ensure success in building a financial planning practice.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Jacqueline Rose
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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

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeCommunicatorEntrepreneurial ambitionsTime-management skillsProficient critical thinking skillsDesire for continuous learningHistory of success in relationship-buildingSense of motivation

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
Obtain Life/Accident & Health Certifications
Obtain Securities Industry Essentials (SIE)
Obtain Series 6, 7, and 63 licenses

Benefits

Performance-based earnings and revenue
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