Financial Advisor jobs in United States
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Northwestern Mutual · 1 day ago

Financial Advisor

positionMiddleton, MA
timeFull-time
remoteHybrid
seniorityEntry Level
money$61K/yr - $250K/yr
date3+ years exp

Northwestern Mutual is a financial services company offering a unique opportunity to start a business as a financial advisor. The role involves helping clients achieve their financial goals through personalized planning, client relationship management, and utilizing proprietary planning software.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
badNo H1Bnote

Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, 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 degreeEntrepreneurial ambitionsDriveRelationship-buildingTime-managementCritical thinkingCommunication skillsMotivation

Required

Bachelor's degree
Entrepreneurial ambitions to be a business owner
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

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

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

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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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