Financial Advisor (Training + Licensing Included) jobs in United States
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Northwestern Mutual · 3 weeks ago

Financial Advisor (Training + Licensing Included)

Northwestern Mutual has been helping families and businesses achieve financial security for 168 years. They are seeking Financial Advisors to help clients reach their goals by developing and implementing financial plans, blending insurance and investment strategies to guide clients every step of the way.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Hiring Manager
Travis L. Harrington, MBA
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Responsibilities

Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities
Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity

Qualification

Financial PlanningWealth ManagementInsurance LicensingEntrepreneurial AmbitionsNetworking SkillsSelf-StarterIntegrityWork Ethic

Required

Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status
Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently
4-year bachelor's degree or equivalent professional work experience
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future
Ability to work in a fast-paced, highly productive, and value-driven environment
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships

Benefits

Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Award-Winning Training + Mentoring Program
Personalized Mentorship from Top Advisors and Industry Leaders

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.

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