What are the responsibilities and job description for the FINANCIAL ADVISOR position at Northwestern Mutual - Purcell Financial?
Financial Advisor
Cincinnati, OH
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone elses life for the better is also life-changing for you personally, professionally, and financially.
Northwestern Mutual Cincinnati is seeking a new Financial Representative to join our firm. A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional interdependence with a world-class company, and have a demonstrated interest in community impact and business development.
We've been helping clients achieve financial security for nearly 160 years. We are searching for an individual to help us carry on that tradition, by joining our firm in our Cincinnati office. Finance background is not needed successful advisors come from a wide range of backgrounds and experiences.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to :
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
Financial Representatives at Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Many people (50 percent) find their calling in financial services after working in other industries.
You could be right for this opportunity if you have :
Professional work experience or 4-year degree
Entrepreneurial ambitions
History of success
Excellent time-management skills
Desire for continuous learning
Interpersonal relationship skills
Legal authorization to work in the US without sponsorship
FINANCIAL ADVISOR
We are seeking people with a background in teaching, coaching, real estate, communication, marketing, mortgage lending, public relations, car sales, hospitality, training, management, accounting, business owners, sales, or technology.
Compensation & Benefits
This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. Northwestern Mutual provides training and reimburses costs associated with the certifications.
Commission structure to support early development
Unlimited earning potential
Renewable income
Mentorship and professional development training throughout your entire career
Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66
Retirement Package and Pension Plan
Parental leave
Flexible schedule
Health savings account
The opportunity to design your roadmap to leadership and specialized roles
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Income Growth Opportunity :
This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization.
This career is primarily commission based and includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average :
Average vs Top 25%
Year 1 | $75,813- $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $332,066 - $490,000
Year 15 | $341,000 - $790,000
Why join Northwestern Mutual :
90, Fortune 100 company (2022)
Forbes' Best Employers for Diversity (2018-2022)
Top 10 US Independent Broker-Dealers1
1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2022)
224 billion3 (retail investment client assets held or managed)
FORTUNE 2023 Worlds Most Admired companies
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources : Financial Advisor magazine and InvestmentNews, April 2022.
To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Combined client assets of NMIS and NMWMC as of June 30, 2021
Job Type : Full-time
Salary : $75,813- $139,000 per year
Benefits : Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Retirement plan
Vision insurance
Schedule : Monday to Friday
Flexible schedule
Hybrid schedule
Supplemental pay types :
Bonus pay
Commission pay
Ability to commute / relocate :
Cincinnati, OH 45209 : Reliably commute or planning to relocate before starting work (Required)
- Work Location : Hybrid remote in Cincinnati, OH 45209
Salary : $75,813 - $139,000