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Northwestern Mutual

Financial Advisor

Northwestern Mutual, San Francisco, California, United States, 94199

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Overview

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Financial Advisor

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Northwestern Mutual . Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: 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 Education, Licensing & Designations

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country and offers an award-winning curriculum designed to support your first three years in the business. Compensation & Benefits

Performance-based earnings and revenue structure Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Renewal income earned for continued client support and policy management Bonus programs and expense allowances 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 Medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications

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 Company & Compliance

Our Financial Advisors are valued partners and proud business owners. They are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. NM and its subsidiaries are in Milwaukee, WI.

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