What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual?
About the Company - Whether you have many years of experience in financial services or considering a career in finance for the first time, our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this rewarding and impactful career. Why join Northwestern Mutual:
- AAA Rated
- Fortune 97 company (2021)
- Glassdoor's best company to work for in America (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- 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 (2015-2021)
Since 1857, Northwestern Mutual has helped our clients worry less and live more through comprehensive and innovative financial planning. Now more than ever, clients value a trusting relationship with their advisors. We aim to meet candidates whose values align with our firm.
About the Role - As a Northwestern Mutual Financial Professional:
- Build — Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
- Educate — Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
- Own — Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
*We will provide you with all resources to help in your financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis - Estate Planning*
Here, hard work pays off.
Qualifications - You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in community leadership, military, sales client services, or client-facing roles
- Self Disciplined
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Pay range and compensation package - Compensation & Benefits
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Retirement Package and Pension Plan
- Renewable income
- Commission structure to support early development
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Bonus programs and expense allowances
- Family Planning
Equal Opportunity Statement - Our Financial Professionals are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
