Financial Advisor (Career Changers Welcome / Training Provided)

Transform Lives and Shape Your Career with the Precision Planning Group

Many professionals find themselves stuck in a cycle of exchanging time for inadequate pay, lacking fulfillment, and feeling disconnected from their true potential. At Precision Planning Group, a DBA of Northwestern Mutual, we provide a different path—one where your dedication and integrity not only create a prosperous and meaningful business for yourself but also transform the financial lives of your clients.

Why Precision Planning Group?

We are seeking driven, entrepreneurial leaders who are passionate about making a difference. As a Financial Representative at Precision Planning Group, you’ll experience the freedom of running your own business, supported by the resources and expertise of an industry leader. Your success here is directly linked to your efforts, enabling you to maximize your earning potential, craft a work-life balance tailored to your needs, and leave a lasting impact on your clients and community.

Let’s Work Together

At Precision Planning Group, our Financial Sales Representatives are guided by the principle of truly understanding and responding to clients' needs. As a Financial Advisor, you’ll partner with clients, really hearing their concerns and guiding them towards making the best financial decisions. Together, you’ll design flexible plans tailored to their life and needs, helping them achieve their most amazing futures. As their life happens and priorities change, you’ll be there every step of the way, adjusting their plans to keep their goals on track.

What Makes Our Financial Sales Representatives Different?

Joining Precision Planning Group and Northwestern Mutual sets you apart as you help clients navigate their financial journey and achieve their most amazing futures. Here’s what you and your clients can expect:

• Comprehensive Guidance: We handle insurance, investments, tax strategies, estate planning, legacy planning, and so much more, ensuring all aspects of their financial lives are covered.
• A Judgment-Free, Pressure-Free Environment: Cultivate trusting relationships without the high-pressure sales tactics.
• Jargon-Free Conversations: Communicate complex financial concepts in a way that clients can easily understand.
• Identifying Financial Blind Spots: Help clients see the areas they may have overlooked and provide strategies to account for them.
• Holistic Support: Provide answers to any financial questions clients have, and address important questions they might not even know to ask.

Role and Responsibilities

Our Financial Sales Representatives build long-term relationships with clients, guiding them to achieve their financial goals through comprehensive planning. Your expertise will span risk management, estate planning, investment and debt management, retirement planning, and more. In this role, you will:

• Conduct thorough financial assessments and develop personalized financial plans.
• Provide ongoing advice on investment strategies, insurance options, and tax planning.
• Lead and mentor junior advisors, fostering a collaborative team environment.
• Specialize in key financial areas based on your interests and client needs.
• Collaborate with other top Financial Sales Representatives to share insights and strategies.
• Stay informed about industry trends and regulatory changes to offer up-to-date advice.
• You’ll have the flexibility to align your career growth with your personal vision, whether that means specializing in a particular area, leading a team, or collaborating broadly.

You’ll have the flexibility to align your career growth with your personal vision, whether that means specializing in a particular area, leading a team, or collaborating broadly.

Skills used for This Role:

• Interpersonal - active listening, communication, empathy
• Analytical - problem solving, critical thinking, attention to detail
• Technical - financial analysis, investment knowledge, technology proficiency
• Sales & Marketing - networking, persuasion, business development
• Regulatory Knowledge - compliance, licensing
• Financial Planning & Management - budgeting, retirement planning, estate planning
• Client Relationship Management - trust building, personalized service, follow-up
• Time Management - organization, prioritization, delegation
• Continuous Learning - industry trends, professional development, adaptability
• Ethical Judgement & Integrity - confidentiality, ethical standards

Unmatched Training and Development

We offer an award-winning training program that blends comprehensive classroom education with hands-on mentorship from some of the industry's top Financial Sales Representatives. Whether you have zero experience, are changing careers, or bring years of expertise in financial services or military service, our structured support system ensures you acquire the skills and confidence needed to excel in wealth management. We find that people with backgrounds in management, leadership, marketing, engineering, sales, and other industries—and those with grit and determination—typically thrive here, thanks to the diverse skills and perspectives they bring.

Compensation Structure

• Cash Bonuses
• Commissions Yearly Residuals (from Insurance-side of business)
• Commissions (from Investments-side of business)

As a Financial Advisor, your income potential is directly tied to your efforts and success in building and maintaining client relationships. This structure allows for unlimited earning potential—there’s no ceiling to what you can achieve, providing the opportunity to significantly increase your income as you grow your client base.

• High First-Year Earnings: New advisors can expect to earn between $75,000 to $175,000 in their first year. The average is $93,500 the first year with career-changers typically earning $100,000 - $150,000 year one.
• Years 3 and Beyond: Compensation during years 5 and beyond is often higher than most people think. Let’s chat to explore this further!
• Unmatched Retirement Benefits: Secure your future with our NM-Funded Retirement Package and Pension Plan, designed to provide long-term financial stability and peace of mind.
• Own Your Book of Business: Unlike most other firms, you have the unique opportunity to sell your book of business upon retirement, adding significant value to your long-term career and enhancing your Retirement Benefits.

Beyond Income, You'll Enjoy an Elite Benefits Package:

• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Additional income structure to support training and early development
• NM-Funded Retirement Package and Pension Plan
• Health care and dependent care reimbursement accounts
• Reimbursement for insurance licensing, SIE, Series 6, Series 63, CFP®, and ongoing education
• Parental benefits at every stage of family planning

Ideal Candidates Will Have:

• A 4-year degree or equivalent professional experience
• Entrepreneurial drive and ambition
• Proven success in relationship-building or client-facing roles
• Strong time-management and critical thinking skills
• Commitment to continuous learning and collaboration
• Legal authorization to work in the U.S. without sponsorship

Strong Candidate Qualifications (Not Required):

• Life and Health License
• SIE License
• Series 6 or 7 License
• Series 63 License
• Certifications such as CFP or CFA
• Extensive experience in the financial services industry

About the Precision Planning Group and Northwestern Mutual

For over 165 years, Northwestern Mutual has empowered clients to achieve financial security through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experiences and industry-leading products, enabling our clients to navigate their financial lives successfully.

Our tailored approach includes a variety of financial strategies—insurance, investments, and annuities—that work together to keep our clients consistently on track to meet their goals. We lead with unmatched financial strength, providing our clients access to the best products and services available.

Our Financial Sales Representatives are valued partners and proud business owners. They are considered independent contractors for income tax purposes and statutory employees for Federal Insurance Contributions Act (FICA) tax purposes.

At Northwestern Mutual, we value an inclusive and welcoming workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees feel welcomed, valued, and heard.

Join Us

Are you prepared to bet on yourself and build a legacy with Precision Planning Group? Apply now to embark on a career filled with endless opportunities and unparalleled growth potential.

Perks & Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Additional Perks & Benefits

• Employee Assistance Programs: Support for personal or work-related issues.
• Parental Leave: Comprehensive benefits to support you at every stage of family planning.
• Career Development Programs: Continuous learning opportunities for career growth.
• Wellness Programs: Health and wellness programs to support your overall well-being.

Job Details:

• Job Type: Full-time
• Weekly schedule: Monday to Friday
• Work setting: In-person at the Lake St. Louis, Missouri office In the field

Job Type: Full-time

Pay: $75,000.00 - $175,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Compensation Package:

• Bonus opportunities
• Commission pay

Schedule:

• Monday to Friday

Ability to Commute:

• Lake St Louis, MO 63367 (Preferred)

Ability to Relocate:

• Lake St Louis, MO 63367: Relocate before starting work (Preferred)

Work Location: In person

Salary : $75,000 - $175,000