Financial Advisor | Maximize Your Career | Unlock Earning Potential

Job description

Do you have a passion for making a difference in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales?

A career with our firm provides money, mission, mobility, and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training.

We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face/virtual meetings, and build a clientele.

Becoming a Financial Advisor

• Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:
• 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
• Determine your client's current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan with appropriate solutions.
• Manage your client’s financial plans to help them achieve their goals, and grow relationships to support them through every stage of life.
• Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans that helps you have a bigger impact on your clients and community.
• On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
• We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

You could be right for this opportunity if you have:

• Strong work ethic & motivated
• Sales and business development skills
• Entrepreneurial ambitions
• Strong leadership and communication skills
• History of success in relationship-building or client-facing roles
• Desire for ongoing learning
• Knowledge of financial products and services
• Legal authorization to work in the US without sponsorship
• The ideal candidate for this position will want to be rewarded for their work. They will be motivated to guide their clients toward financial success.
• Background in the financial services industry is encouraged but is not required. Our training and development team is passionate about working with coachable individuals.

Training, licensing & designations

• Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
• To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

• Performance-based earnings and revenue:
• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• 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® designation 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

About Northwestern Mutual

• For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
• Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
• Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
• As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

• Top 5 US Independent Broker-Dealers
• Unsurpassed financial strength with total company assets of $366 billion
• Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
• Fortune 500® company (June 2024)
• Forbes’ Best Employers for Diversity (2023)
• Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2023)
• 2024 Training APEX Award winner

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Compensation Package:

• 1099 contract
• Bonus opportunities
• Commission-based

Schedule:

• Monday to Friday

Ability to Commute:

• Paramus, NJ 07652 (Required)
• In person