Financial Representative (Training Provided | Career Changers Encouraged to Apply) jobs in United States
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Northwestern Mutual · 13 hours ago

Financial Representative (Training Provided | Career Changers Encouraged to Apply)

positionGreensboro, NC
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$137K/yr - $250K/yr

Northwestern Mutual is a company that offers a unique opportunity to start a business as a financial advisor. The role involves client-building, obtaining licenses, and creating personalized financial plans to help clients achieve their goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
badNo H1Bnote
Hiring Manager
Megan Parker
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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 6Entrepreneurial ambitionsRelationship-buildingCommunicatorDriveTime-management skillsContinuous learningCritical thinkingMotivation

Required

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

Performance-based earnings and revenue
Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
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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Glassdoor3.9
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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

Arkansas Business — Business News, Real Estate, Law, Construction
Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
PR Newswire
Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year
2026-01-01
Company data provided by crunchbase