What are the responsibilities and job description for the Financial Advisor - Entry Level position at Northwestern Mutual?
GET MORE OUT OF YOUR CAREER
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Are you looking for more fulfillment in your day-to-day? Is it finally the right time to pursue your lifetime career? Maybe it’s time to reap the benefits of the hard work you put into what you do.
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.
This career is best suited for entrepreneurial individuals who crave flexibility, work-life balance, and the guarantee for growth opportunities. Where most sales-focused jobs are transactional, this career is focused on meeting clients where they are at and getting them to where they want to go. Our financial representatives take a wholistic approach to planning, which in turn fosters long, meaningful relationships with clients.
CHARACTERISTICS FOR THE ROLE
Wondering if you’d be a good fit? See how many of the characteristics below match to you:
- Building personal, trusted relationships and connecting with people is important
- Crafting a workday around your life is appealing
- You enjoy problem solving and solution creation
· You’re an active listener who seeks to understand
- You’re a driven person who’s committed to succeeding
- You seek a role where your worth is not determined by someone else
- You enjoy helping people make more informed, confident decisions
- You're ready to create the professional life you’ve always dreamed of
- You find value in positive community impact
- You hold a four-year Bachelor’s degree or equivalent work experience complimentary to this career
COMPENSATION & BENEFITS
- Performance-based structure with several additional income components
- Opportunity to earn passive income (residual income from previous products sold)
- Bonus programs and an expense allowance
- Sponsorship for insurance licensing, SIE, Series 7, Series 63
- Sponsorship for continuing education designations (e.g. CFP, RICP, CLU, and more)
- Retirement package and pension plan
- Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
- Family Planning
We want people with different backgrounds and work experience. Those who have a track record of success in this career typically are or have been: sales and business development professionals, former college athletes, military veterans, educators, realtors, business owners, entrepreneurs, bankers, attorneys, corporate executives, hospitality workers, young professionals, and community influencers. With that being said, many people find their calling in financial services after working in a variety of other industries. These individuals are accomplished in their roles but are looking for more purpose, autonomy, and financial growth within their career.
A CAREER WITH ENDLESS OPPORTUNITIES
As a business owner, you are compensated as such, meaning that this career is primarily commission based. It allows you to control your earnings at any given time in your career resulting in multifaceted commission potential and ability to collaborate among other financial representatives.
*** Financial Representative | Financial Advisor | Wealth Management Advisor ***