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Northwestern Mutual

Financial Advisor

Northwestern Mutual, Raleigh, North Carolina, United States, 27601

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Overview

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Financial Advisor

role at

Northwestern Mutual . Be among the first applicants to apply after posting. This role involves starting a business as a financial advisor, focusing on client-building and obtaining licenses through Northwestern Mutual’s training programs. The program provides education, skill-building, and development strategies to build a holistic financial planning practice. What you will do

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 each client’s 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 has a strong, award-winning training curriculum designed to support your first three years in the business. You’ll learn client acquisition and have access to a national network of tenured financial advisors. Licenses required include 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. Compensation & benefits

Performance-based earnings and revenue Average advisor annual earnings of $61K-$119K (first 3 years, 2018-2023 company average) Top 25% advisor annual earnings of $137K-$250K (first 3 years, top quartile) 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 Comprehensive medical, vision, and dental plans Life and Disability Income Insurance Parental benefits at every stage of family planning Qualifications

Bachelor’s degree Entrepreneurial ambition to operate a business 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 with self-motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and assumed to be independent contractors for income tax purposes and statutory employees for FICA tax purposes. Northwestern Mutual and its subsidiaries operate under various entities, including Northwestern Mutual Investment Services, LLC (NMIS) and Northwestern Mutual Wealth Management Company (NMWMC). The company is based in Milwaukee, WI. Additional notes

Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for certain programs. The posted salary range is USD $61,000.00 - USD $250,000.00 per year. Posted salaries and specific program details reflect past company data and are subject to change. This description preserves the original information without alterations.

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