What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
Financial Advisor
While many companies are downsizing, Northwestern Mutual is thriving - 2023 was our best year in the company's 167 year history! The demand for financial planning tends to increase during economic downturns and we're growing our team of Financial Advisors to meet that demand. We recently moved into a state of the art office space in Downtown San Diego to support our rapid growth!
Have you ever thought of starting your own business but not sure how to get started? A new Financial Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be control of their career trajectory. They possess an entrepreneurial spirit, history of success in business development or sales, strong self-motivation, a high standard of ethics, and desires to make a meaningful impact on people's lives.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services, estate planning and education funding. Our mission is to educate clients on how to achieve their goals and to set them up for long term financial security, freeing them from any financial anxiety.
- Maintain autonomy and flexibility to build their own practice while receiving extensive paid training and support from our firm’s exceptional network of financial specialists, continuing education & development, and mentoring opportunities. You are in business for yourself but not by yourself.
- Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly, provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes relationships and integrity.
Desired Skills and Experience:
- BA or BS degree from a four-year institution preferred
- Prior sales and/or business experience preferred and possess a history of personal and professional success.
- Prior financial services experience not needed -- extensive training platform provided.
** Must be located in greater Salem or Bend, OR area or planning to move here imminently**
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Control of your own calendar and office cadence
- Leadership Opportunities
- Fully paid sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Expense Allowance
- Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
- Retirement Package and Pension Plan
- Group Life and Disability Income Insurance
- Flexible Spending Account/Health Savings Account
