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About the Role
Become a financial advisor at Northwestern Mutual to build a business helping clients achieve their goals through financial planning. Start as a financial representative focused on client-building and obtaining licenses, supported by award-winning training programs.
Responsibilities
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
- Build personalized, holistic financial plans tailored to every client’s unique needs.
- Manage your client’s financial plans to help them achieve their goals.
- Grow relationships with clients to support them through every stage of life.
Requirements
- Bachelor’s degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses.
Skills
- Client-building
- Financial planning
- Relationship-building
- Client-facing
- Time-management
- Continuous learning
- Collaboration
- Critical thinking
- Communication
- Motivation
- Drive
Location
- Milwaukee, WI
Work Type
- Onsite
- Full-time
Experience Level
- Entry Level
- First 3 years
Education Level
- Bachelor's degree
Salary/Compensations
- Average advisor annual earnings of $61K-$119K (first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (first 3 years)
Benefits
- Award-winning training programs
- Proprietary planning software
- Performance-based compensation structure
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits
About the Company
- Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank.
Equal Opportunity
- Northwestern Mutual is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.