Job Details

Overview

Join Northwestern Mutual as a financial advisor and embark on a rewarding journey to build your own practice while helping clients reach their financial aspirations. In this role, you will begin as a financial representative, focusing on client development and obtaining necessary licenses. You will benefit from our award-winning training programs designed to equip you with the essential knowledge and skills for successful financial planning. Your practice will encompass:

• Comprehensive Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Utilize our proprietary planning software to educate clients and craft holistic financial plans that incorporate growth investments, essential insurance coverage, and guaranteed income solutions for retirement. As a business owner, you can tailor your work schedule to fit your lifestyle while enjoying substantial earning potential based on your performance.

Responsibilities

As a financial advisor, you will:

• Expand your client base by creating new connections, fostering a robust referral network, and delivering an exceptional client experience.
• Develop personalized financial plans that align with each client's unique needs.
• Oversee and manage clients' financial plans to help them meet their objectives.
• Build lasting relationships with clients as you support them through various life stages.

Training, Licensing & Designations

At Northwestern Mutual, we pride ourselves on having one of the best-trained sales forces in the country. Your ongoing training and development is a priority throughout your career with us. Our comprehensive curriculum supports you during your initial three years in this role. You'll learn from industry experts, mastering client acquisition strategies to ensure long-term success, while also having access to a national network of experienced financial advisors to gain practical insights into the business.

To become a financial advisor, obtaining the following licenses is essential: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. We offer tuition pre-payment and reimbursement for your course fees and books.

Compensation & Benefits

We provide:

• Performance-based earnings with average annual earnings ranging from $61K to $119K for representatives in their initial three years.
• Top 25% of advisors earning between $137K and $250K.
• Additional income structures designed to support your training and early growth.
• Renewal income for ongoing client management and policy maintenance.
• Bonus programs and expense allowances.
• Support for insurance licensing, including the Certified Financial Planner® designation.
• A fully funded retirement package and pension plan.
• Competitive medical, vision, and dental plans.
• Life and disability income insurance.
• Parental benefits to support family planning at every stage.

Qualifications

This opportunity may be right for you if you possess:

• A bachelor's degree.
• Entrepreneurial spirit and ambition to be a business owner.
• Experience and success in relationship-building or client-facing roles.
• Exceptional time-management abilities.
• A commitment to continuous learning and teamwork.
• Strong critical thinking capabilities.
• Excellent communication skills.
• A motivated and driven personality.
• The legal right to work in the US without sponsorship.

Our Financial Advisors are independent contractors for income tax purposes, and statutory employees for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual, located in Milwaukee, WI, operates under its marketing name and encompasses various financial services subsidiaries.

*Employees must serve a minimum of three years at Northwestern Mutual to qualify for tuition pre-payment and reimbursement programs.

1Income levels are not guaranteed and vary based on performance. Our data reflects average earnings from 2018-2023, and income may include commissions, bonuses, and fees from multiple service areas.

2Certified Financial Planner® certification marks are owned by the Certified Financial Planner Board of Standards, which allows individuals who meet their certification criteria to use these marks.

3Financial Representatives are Independent Contractors compensated based on performance. A national criminal background check will be required for prospective candidates.

Pay Range

USD $61,000.00 - USD $250,000.00 /Yr.