Apply on Employer Site

Northwestern Mutual · 2 hours ago

Financial Advisor

Wellesley, MA

Full-time

Hybrid

New Grad, Entry Level

$137K/yr - $250K/yr

Northwestern Mutual is a leading financial services company with over 165 years of experience in financial planning. They are seeking a Financial Advisor to help clients achieve their financial goals by building personalized financial plans and managing client relationships throughout various life stages.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience

Build personalized, holistic financial plans tailored to every client’s unique needs

Manage your client’s financial plans to help them achieve their goals

Grow relationships with clients to support them through every stage of life

Qualification

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeSales experienceClient relationship buildingDriveCritical thinkingTime managementCommunicationMotivationDesire for continuous learning

Required

Bachelor's degree

Entrepreneurial ambitions to be a business owner

Sales experience

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

Strong sense of motivation and drive

Legal authorization to work in the US without sponsorship

Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses

Benefits

Additional income structure to support training and early development

Renewal income earned for continued client support and policy management

Bonus programs and expense allowances

Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more

Certified Financial Planner® licensing support

Fully company-funded retirement package and pension plan

Competitive and comprehensive medical, vision, and dental plans

Life Insurance and Disability Income Insurance

Parental benefits at every stage of family planning

Company

Northwestern Mutual

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

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

Funding

Current Stage

Late Stage

Leadership Team

Timothy Gerend

Chairman, President and CEO

Phil Odella

COO/CFO

Recent News

PR Newswire

Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year

2026-01-01

UPSTATE BUSINESS JOURNAL

Building wealth and living well: Taking a balanced approach to financial planning

2025-12-12

GlobeNewswire

Northwestern Mutual Foundation Highlights the Childhood Cancer Scholarship Program with YourUpdateTV

2025-12-08

Company data provided by crunchbase