What are the responsibilities and job description for the Financial Planner (Securities Licensing Included) position at Northwestern Mutual?
Our advisors come from varying backgrounds and experiences to build rewarding practices and relationships with their clients. They deliver personalized financial planning solutions to help clients work toward their short term and long-term financial goals. We make sure that every hard earned dollar is accounted for and for a purpose.
THE OPPORTUNITY:
- Build and manage client relationships by offering personalized solutions to help them protect what they’ve worked so hard to achieve, while growing their assets for the future.
- Establish your business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term client relationships.
- Become an expert about Northwestern Mutual’s industry leading products and services
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO:
- Nationally ranked training programs to launch your career
- Mentorship and professional development throughout your entire career
- Sponsorship of Licensing/Credentialing
- Leadership opportunities – as early as your first year
- Leading industry products and solutions built on an integrated technology platform
- Full health benefits, group disability, retirement plans, and an equity stake
- A culture that promotes diversity, teamwork, work/life balance
- A rewarding career, with extraordinary income potential and a variable compensation model including recognition and bonuses - where hard work directly correlates to your income potential
BENEFITS:
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Retirement Package and Pension Plan
- Bonus programs and expense allowances
- Commission structure to support early development
- Renewable income
DESIRED SKILLS & EXPERIENCE:
- Prior experience of being a high performer
- Candidate must be an accomplished communicator with strong interpersonal skills
- Prior sales and/or business development experience preferred
- Self-starter mindset
ABOUT US:
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.
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.
Job Type: Full-time
Pay: $91,000.00 - $350,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Ability to Commute:
- Roanoke, VA 24016 (Required)
Work Location: In person
Salary : $91,000 - $350,000
