Financial Representative

*Local Charlotte Candidates Only*

Financial Advisor

As a Northwestern Mutual Financial Representative (FR), you will build lasting relationships with your clients to help families and businesses experience the freedom of financial security. You will also help solidify your own future in a career that offers flexibility at a company where hard work is valued and rewarded.

Why Northwestern Mutual?

• Top 5 U.S. Independent Investment Broker-Dealers
• Highest financial strength ratings for life insurers (AAA, Aaa, and AA )
• Estimated $8.2 Billion dividend payout in 2025 to policyholders
• FORTUNE 500 list & FORTUNE 'World's Most Admired' company, 2024
• Over 6,700 financial advisors and professionals serving over 5 million people we are proud to call clients
• Lasting client relationships (average over 40 years) with 97% retention year over year
• We believe in inclusion and creating a culture that promotes diversity, teamwork, and work/life harmony
• Donated over $40 million and funded over 500,000 hours toward childhood cancer research

Our Team:

• Exclusive access to a variety of custom solutions and services - from life, disability income, and long-term care insurance to education funding, retirement planning, estate planning, and business planning.
• The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years - one with strength, values and a track record of diversity and inclusion.

Qualifications We are Looking for:

• Bachelor’s degree from an accredited university (finance or business preferred)
• Reside near or willing to commute to our South Park location
• Excellent communication and interpersonal skills
• Strong personal financial management acumen
• Track record of success in past roles and/or significant personal achievements
• Analytical and problem-solving abilities
• A natural market in Charlotte area and well-respected in the community
• Desire to build and maintain client relationships for the long-term
• Financial services experience and licensing a plus though not required

You will be Rewarded with:

• Company-paid sponsorship of financial services licensing: SIE, Series 7, Series 63, State of North Carolina Life Accident and Sickness License, and State of North Carolina Variable Products
• Elite Fortune 100 Benefits: pension plan, Medical Dental Vision Group Life & Disability Insurance, Company-funded defined contribution plan, vested renewals, Family Planning, Life Assistance, and more.
• Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with clients. FRs are compensated through commissions, local allowances, renewals, and bonuses. In 2024, our average developing advisor revenue (1-4 years of tenure) was $115,966, the median established advisor revenue (5 years of tenure) was $434,565, and the top 10% average revenue was $1,159,893. Our FRs 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.
• Continuous opportunities for advancement: through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning. You may also choose to become a Financial Advisor or a Wealth Management Advisor of Northwestern Mutual Wealth Management Company®.
• Continuous learning opportunities: three company-funded professional designations such as the Certified Financial Planner (CFP®) administered through the American College of Financial Services after 3 years of service.
• The chance to pursue a leadership role: Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice.