Financial Planning Advisor (Licensing & Training Provided) jobs in United States
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Northwestern Mutual · 6 days ago

Financial Planning Advisor (Licensing & Training Provided)

Northwestern Mutual is a leading financial services company that has been helping clients with financial planning for over 160 years. The Financial Planning Advisor role involves comprehensive training and support to build a referral-based practice focused on risk and wealth management.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Adam J. Bell
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Responsibilities

You'll receive in-depth training from one of Training Magazines Top 125 Training Programs and partner with industry experts until you’re ready to do it on your own
Personalized mentoring and award-winning training programs
While Northwestern Mutual is known as a life insurance company, we’ve morphed into full service financial planning and take a holistic approach to planning with our clients focused on Risk and Wealth Management
We sponsor you for your securities exams right away so that you are able to focus on not only insurance but investments as well
The way our advisors build their book of business is primarily through their own centers of influence/natural market
We teach you how to build a referral-based practice through prospecting to be introduced to second and third degree connections to help expand your market
Our advisors are paid a few different ways, but primarily through commission and bonuses
We do give you some money to help you get started in your first year and higher commissions for the first three years
Every year your clients remain with you, you earn through residual income which continuously grows and acts like a base over time

Qualification

Financial PlanningSales ExperienceBusiness DevelopmentB.A/B.S. DegreeInfluencing SkillsNetworking AbilityCommunication

Required

2-10 + years of professional experience
Excellent communication skills
Proven track-record of influencing
Ability to effectively network

Preferred

B.A/B.S. degree preferred

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase