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About the Role
For professionals who have built successful careers but feel their earning potential is limited by their current role, financial services can offer an opportunity to explore something different. We're looking for motivated, accomplished individuals who are interested in an entrepreneurial path and open to learning a new skill set. Prior industry experience isn't necessary — we provide training, guidance, and ongoing support to help you succeed. If you're curious what it would look like to build something of your own, using the experience and success you already have, we'd welcome a conversation.
Responsibilities
- Build enduring relationships that inspire financial security.
- Provide comprehensive financial planning, backed by a best-in-class advisor support platform and an experienced advisor mentorship program.
- Learn the business through training and mentorship.
- Work toward required professional licenses.
- Collaborate with a team of professionals.
- Build client relationships and practice with resources and guidance.
- Build a business around your goals, strengths, and network with entrepreneurial flexibility.
- Engage in performance-based compensation with uncapped earning potential.
Requirements
- A 4-year college degree (required)
- Strong interpersonal and communication skills
- Willingness to complete our Culture Index assessment as part of the interview process
- Value mentorship, community involvement, and meaningful client relationships
- Are motivated by performance and personal growth
- Wanting greater ownership over your career
- Desire to build a long-term professional practice rather than simply fill a job
Skills
- Interpersonal skills
- Communication skills
- Relationship building
- Client service
Location
- Poughkeepsie, NY
Work Type
- Full-time
- Entrepreneurial
Experience Level
- Career Changer
Education Level
- 4-year college degree
Salary/Compensations
- Performance-based compensation with uncapped earning potential
Benefits
- Retirement
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
About the Company
- Northwestern Mutual – Poughkeepsie, NY, our mission is to build enduring relationships that inspire financial security.
- We take a holistic approach to insurance and investments to provide comprehensive financial planning, backed by a best-in-class advisor support platform and an experienced advisor mentorship program.
- We're proud to support local organizations including Alex's Lemonade Stand Foundation, The Children's Home of Poughkeepsie, and the Poughkeepsie Foodbank.
- Northwestern Mutual is a FORTUNE 500® company providing financial services to more than 5 million people.
- Founded in Wisconsin in 1857, it operates as a mutual company — accountable to policy owners, not Wall Street shareholders.
- The company provides insurance, investment, and financial planning solutions built around one goal: helping clients achieve real financial security.
- In 2024, FORTUNE® named Northwestern Mutual one of the "World's Most Admired Companies."