Financial Advisor/Financial Representative jobs in United States
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Northwestern Mutual · 2 hours ago

Financial Advisor/Financial Representative

Northwestern Mutual is committed to empowering professionals to make a lasting impact in Black communities by closing the racial wealth gap through financial education and wealth-building strategies. As a Financial Advisor, you will guide clients towards financial security by creating personalized financial plans while also building your own business and network within the community.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Empower Individuals & Families – Guide your clients toward financial security by creating personalized, holistic financial plans
Build Wealth for Generations – Help clients protect their income, grow their investments, and plan for retirement with strategies designed to close the racial wealth gap
Expand Your Network – Establish meaningful connections in your community, develop a strong referral base, and provide exceptional client experiences
Grow Your Own Business – As an entrepreneur, you will have the flexibility to build a business that aligns with your personal vision and financial aspirations

Qualification

Financial PlanningInvestment ServicesInsurance LicensingEntrepreneurial MindsetRelationship BuildingDriveTime ManagementCritical ThinkingCommunication SkillsMotivationContinuous Learning

Required

Bachelor's degree
Entrepreneurial mindset
History of success in relationship-building in personal or professional settings
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

Benefits

Performance-based earnings and revenue
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

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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