What are the responsibilities and job description for the Financial Advisor (Career Changers Welcome / Training Provided) position at Precision Planning Group?
Build a Career with Impact at Precision Planning Group
Are you looking for more than just a job? Many professionals feel stuck—trading time for money, lacking fulfillment, and wondering if they’re making a real impact. At Precision Planning Group (PPG), a DBA of Northwestern Mutual, we offer a different path—one where you can build a business that reflects your ambition, create financial security for yourself and your clients, and take control of your future.
Why Join Precision Planning Group?
We are seeking driven, entrepreneurial professionals who want to make a meaningful difference. Whether you’re a career-changer ready to be more intentional about the rest of your career, or a recent college graduate eager to build a business, this opportunity is for you. As a Financial Advisor with PPG, you’ll experience:
- The freedom to build your own business—with the backing of an industry leader.
- A compensation model with no ceiling—your success is directly tied to your effort.
- Comprehensive training & mentorship—we help career-changers and new graduates thrive.
- A lasting impact—help clients achieve their best financial futures.
A Different Approach to Financial Planning
Unlike traditional firms, our Financial Advisors focus on building long-term, trust-based relationships. You’ll guide clients through key financial decisions, from risk management and investments to retirement and estate planning, ensuring they stay on track as life evolves.
What Sets Us Apart?
- Holistic Financial Planning: Go beyond investments—cover insurance, tax strategies, legacy planning, and more.
- Pressure-Free Conversations: Build relationships without aggressive sales tactics.
- Jargon-Free Advice: Make complex financial concepts simple and accessible.
- Personalized Client Strategies: Identify financial blind spots and craft customized solutions.
The Role: What You’ll Do
As a Financial Advisor, you will:
- Conduct comprehensive financial assessments and develop tailored strategies.
- Provide ongoing guidance on investments, insurance, tax planning, and estate strategies.
- Build and manage your own book of business, with the ability to sell it upon retirement.
- Collaborate with a team of experienced advisors at PPG for mentorship and shared success.
Who Thrives Here?
Our most successful advisors come from diverse backgrounds, including sales, marketing, leadership, engineering, and the military. They share a common drive to succeed, a commitment to learning, and a passion for helping others.
Ideal Candidates Have:
- A 4-year degree or equivalent experience.
- Strong relationship-building skills and a client-first mindset.
- Entrepreneurial drive and a willingness to bet on themselves.
- The resilience to build a book of business one relationship, one conversation, one client at a time.
(No prior financial experience required—we provide world-class training!)
Preferred (But Not Required) Qualifications:
- Life & Health Insurance License, SIE, Series 6 or 7, Series 63, CFP® or CFA certification.
A Compensation Model Built for Growth
Unlike traditional salaried positions, your earning potential here is limitless. Our compensation structure is commission-heavy, providing significant rewards for your efforts, but it is not commission-only.
- First-Year Earnings: $75,000 – $175,000 (average ~$93,500, higher for career changers).
- Cash Bonuses: Up to $41,000 in first-year cash bonuses available.
- Long-Term Potential: Earnings in years 5 exceed most expectations—let’s talk!
- Residual Income: Earn ongoing yearly residuals on insurance business.
- Investment Commissions: Additional income from investment services.
- Referral Bonuses: Earn extra by referring new clients.
- Retirement Benefits: NM-Funded Retirement Package & Pension Plan.
- Own Your Business: Advisors can sell their book of business upon retirement.
Elite Benefits Package
- Health, Vision, & Dental Insurance
- Life & Disability Insurance
- 401(k) with Matching
- Tuition Reimbursement & Licensing Fee Coverage
- Parental Leave & Dependent Care Reimbursement
- Flexible Schedule & Wellness Programs
Precision Planning Group & Northwestern Mutual: How It Works
At Northwestern Mutual, you’re not just an employee—you’re a business owner. Unlike many firms, we work for you, not the other way around.
- PPG is a collective of independent advisors—think of it like a law firm structure.
- Northwestern Mutual provides infrastructure, training, and products—you focus on serving clients.
- PPG offers collaboration, mentorship, and a proven roadmap to success.
We primarily look for career changers—people who are ready to be more intentional about the rest of their careers and lives. If you’ve been searching for a meaningful, lucrative career where you control your destiny, this might be the perfect fit.
Ready to Build Your Future?
This is more than just a job—it’s an opportunity to own your success and create lasting financial security for yourself and your clients. If you’re ready to make a change, let’s talk.
Apply now to start your journey with Precision Planning Group.
Job Type: Full-time
Pay: $75,000.00 - $175,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Monday to Friday
Work Location: In person
Salary : $75,000 - $175,000
