Financial Advisor Trainee Program jobs in United States
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Northwestern Mutual · 10 hours ago

Financial Advisor Trainee Program

Northwestern Mutual is committed to helping individuals, families, and businesses achieve financial security. They are seeking someone eager to build a business that delivers meaningful impact through financial guidance and support.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Start to build your own financial planning practice
Craft tailored insurance and investment strategies to support your clients
Daily outreach activities and 3-4 meetings with potential clients

Qualification

LifeHealth Insurance licenseSecurities Industry Essentials (SIE)Series 6Series 63 examsClient-facing experienceCommunicatorLeadership aspirationsEntrepreneurial mindsetTeam collaboration

Required

Proven success or accomplishment in previous roles
Strong relationship-building or client-facing experience
Ability to work both independently, as well as part of a team
Entrepreneurial, self-motivated, and goal-oriented
Desire for continued learning and collaboration
Strong communicator
Leadership aspirations
Legal authorization to work in the US without sponsorship
Ability to commute and work in our Bettendorf, IA or Burlington, IA offices
Reliable transportation
Background checks are required

Preferred

Athletics
Teaching or Education Field
Coaching Field (business, fitness, wellness, education)
Communication + Community Influencers Field (client facing, recruitment, etc.)
Sales + Marketing Field
Real Estate + Mortgage Lending Field
Hospitality Field
Business Management Field
Finance + Banking Field

Benefits

Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance

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