Northwestern Mutual
Overview
Financial Advisor role at Northwestern Mutual. This position is described as a path to becoming a financial advisor through an entrepreneurial setup with compensation tied to performance. 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 clients’ financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations
Northwestern Mutual provides award-winning training to support your first years in the business. To become a financial advisor, you must obtain licenses including Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. The company offers pre-payment/reimbursement for course tuition fees and books. You will learn client acquisition and gain access to a national network of tenured advisors. Compensation & Benefits
Performance-based earnings and revenue Average advisor annual earnings (first 3 years) roughly $61K–$119K; top quartile earnings $137K–$250K Additional income to support training and early development Renewal income for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, 7, 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Medical, vision, and dental plans; life and disability 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 communication and motivation Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes. Northwestern Mutual and its subsidiaries provide various investment services and wealth management offerings, headquartered in Milwaukee, WI.
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Financial Advisor role at Northwestern Mutual. This position is described as a path to becoming a financial advisor through an entrepreneurial setup with compensation tied to performance. 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 clients’ financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations
Northwestern Mutual provides award-winning training to support your first years in the business. To become a financial advisor, you must obtain licenses including Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. The company offers pre-payment/reimbursement for course tuition fees and books. You will learn client acquisition and gain access to a national network of tenured advisors. Compensation & Benefits
Performance-based earnings and revenue Average advisor annual earnings (first 3 years) roughly $61K–$119K; top quartile earnings $137K–$250K Additional income to support training and early development Renewal income for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, 7, 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Medical, vision, and dental plans; life and disability 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 communication and motivation Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes. Northwestern Mutual and its subsidiaries provide various investment services and wealth management offerings, headquartered in Milwaukee, WI.
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