Job Description

Northwestern Mutual has been a leader in the financial services industry since 1857. Our mission is to help people achieve financial security through comprehensive financial planning and personalized solutions. We are committed to fostering a culture of growth , collaboration and professional development, and we are currently seeking dynamic individuals to join our team as Financial Advisors.

Position Overview:

As a Financial Advisor at Northwestern Mutual, you will have the opportunity to build your own practice and make a meaningful impact on your clients' lives. You'll work with individuals to create customized financial plans, helping them achieve both short- and long-term goals. Your role will involve discovering clients' needs, offering tailored financial solutions, and maintaining long-term relationships to ensure clients' continued success.

Key Responsibilities:

• Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.
• Build a client base by networking, prospecting, and building relationships in your community.
• Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.
• Educate clients about their financial options and the value of sound financial planning.
• Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.
• Work closely with a team of specialists and other professionals to provide holistic solutions.
• Commit to personal growth through ongoing training, professional development, and mentorship opportunities.

Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and a specific training curriculum, we will surround you with resources to help you gain financial expertise.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

Compensation & Benefits

• NM-Funded Retirement Package and Pension Plan
• Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2023 company average for representatives in the first 3 years ) ($460,000 overall company average)
• Start up Capital- Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Competitive and comprehensive medical, vision, and dental plans
• Heath, Dental, and Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

As a company, we value an inclusive and belonging 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 are welcomed, valued, and heard.

Company Awards:

• Fortune 500 company (2023)
• Apex Training Award (2024)
• Forbes’ Best Employers for Diversity (2018-2021)
• Top 10 US Independent Broker-Dealers
• #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $257 billion retail investment client assets held or managed by Northwestern Mutual.

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