Financial Advisor- Career Changers Encouraged jobs in United States
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Northwestern Mutual · 17 hours ago

Financial Advisor- Career Changers Encouraged

positionElm Grove, WI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$52K/yr - $106K/yr

Northwestern Mutual has been a leader in the financial services industry for nearly 160 years, and they are seeking individuals to join their team as Financial Advisors. This role involves identifying potential clients, advising on insurance coverage and investment planning, and providing ongoing support to help clients achieve their financial objectives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Megan Engel
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Responsibilities

Identify potential clients with marketing and branding resources provided by Northwestern Mutual
Scheduling appointments and meeting with potential clients
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
Make product recommendations to help your clients meet their financial goals
Provide ongoing support and service for your clients
Managing and updating client portfolios
Answering client questions about financial plans and strategies and giving financial advice

Qualification

Bachelor's DegreeDesire for client interactionInterpersonal skillsCommunication skillsCommitment to ongoing learningWork independently

Required

Bachelor's Degree
Strong interpersonal, verbal, and written communication skills
Ability to work independently
A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients
Desire to be in a client facing role open to networking and sales
Must complete a clear background check

Benefits

Comprehensive medical coverage
Two company-funded retirement plans (pension plan and 401(k))
Sponsorship of licensing and designations
Personalized mentorship from top-performing advisors
Group life and disability income insurance
Mentorship and professional development training throughout your entire career
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
Full financial support for professional designations and certifications for your personal and professional business growth

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

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

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
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Where Northwestern Mutual has outgrown a 150-person office
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Company data provided by crunchbase