Talent.com
Entry Level Financial Advisor
Entry Level Financial AdvisorNorthwestern Mutual - Fairfield County • Bridgeport, CT, US
Entry Level Financial Advisor

Entry Level Financial Advisor

Northwestern Mutual - Fairfield County • Bridgeport, CT, US
27 days ago
Job type
  • Full-time
Job description

Job Description

Job Description
Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance


Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! Were actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success.


Our passion for community support is evident in our ongoing contributions to these charities:
  • Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools).
  • National: Alexs Lemonade Stand (Pediatric Cancer).
Were also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community.

Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.

Our thriving offices are located:
  • Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
  • Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
  • Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Income Range Within Our Network of Offices:
Years 1-4 in Business:
  • Average: $80,000
  • Top 25%: $170,000
  • Top 10%: $240,000
  • Top performers exceed $200,000 in Year 1
Years 5+ in Business:
  • Average: $305,000
  • Top 25%: $730,000
  • Top 10%: $1,115,000
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Alex Beilin Managing Partner
  • How long with NM? 30 years.
  • Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales.
  • Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

Louis Pietig Managing Director, Fairfield District Office
  • How long with NM? 7 years.
  • Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
  • Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

Andrew Kalinowski Managing Director, Westport District Office
  • How long with NM? 10 years, including an internship.
  • Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
  • Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

About the Financial Advisor Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:
  • Education: A bachelor's degree in finance, business, or a related field is strongly preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.

Create a job alert for this search

Entry Level Financial Advisor • Bridgeport, CT, US

Similar jobs

Retirement Sales / Financial Advisor

LawleyDarien, CT, United States
Temporary

These are the fundamental components of the job:.Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities.Develop and manage re...Show more

 • Promoted

Financial Consultant - Fairfield, CT

Fidelity InvestmentsDanbury, CT, US
Full-time

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.Join a team that also invests in you with key product and service offerings, sophisticat...Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - East Northport, NY

JPMorgan ChaseEast Northport, NY, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

 • Promoted

Financial Advisor Associate - Huntington, NY

TD BankHuntington, NY, United States
Full-time

Work Location: Huntington, New York, United States of America.Pay Details: $66,560 - $99,320 USD.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth ...Show more

 • Promoted

Remote Entry Level Sales Representative

Agent Alliance Inc.Bridgeport, CT, United States
Remote
Full-time

Globe seeks an entry-level sales representative to join its team.Representatives meet virtually with clients who have signed up to receive supplemental benefits that help protect their families bey...Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausSandy Hook, CT, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...Show more

 • Promoted

Work from Home - Online Product Support (Entry Level)

GLOCPANew Milford, Connecticut
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...Show more

 • Promoted

Occupational Therapist

Encompass Health Rehabilitation Hospital of DanburyWashington Depot, Connecticut, US
Full-time +1

Occupational Therapist Career Opportunity.Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.Your Calling, Close to Home a...Show more

 • Promoted • New!

Civil Defense Associate — Professional Liability (Hybrid)

JobotSmithtown, NY, United States
Full-time

Professional Liability | 2-7 yrs | Long Island NY | $105K-$150K | Hybrid | Excellent Benefits.This Jobot Job is hosted by: Natasha van der Griendt.Are you a fit? Easy Apply now by clicking the "App...Show more

 • Promoted

Earn $60K–$115K While Job Searching — Become a Surrogate on Your Timeline

Alpha FidelisBantam, CT, US
Full-time +1

Earn While You Job Search — Become a Surrogate ✨.Searching for your next opportunity while supporting your family isn’t easy.What if you could earn meaningful income.Why This Opportunity Stands Out...Show more

 • Promoted

Financial Planner

THE WELLFairfield, Connecticut, US
Full-time

K–$180K Base + Bonus Opportunities | Hybrid – Fairfield, CT (Mondays in office).Do not wait to apply after reading this description a high application volume is expected for this opportunity.Lead F...Show more

 • Promoted

Wealth Advisor - Webster Bank

LPL FinancialWestport, CT, United States
Full-time

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs.This exciting opportunity at Webster Bank invites you to join our emplo...Show more

 • Promoted

Senior Wealth Advisor SAFE Act - Suffolk County

CitiHuntington, NY, United States
Full-time

Senior Wealth Advisor Safe Act - Suffolk County.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi...Show more

 • Promoted

Remote Entry-Level Leadership Representative

Fisher Agenciesfairfield, CT, US
Remote
Full-time
Quick Apply

The Fisher Organization is hiring motivated, coachable individuals for our Leadership Development Representative role.This is an entry-level opportunity designed for candidates who want to develop ...Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanyNorwalk, CT, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more

 • Promoted

Entry Level Optical Specialist

BJ's Wholesale ClubCommack, NY, US
Full-time

BJ’s Wholesale Club is powered by more than 30,000 team members who make a real impact every day.Whether you're stocking shelves, solving problems or shaping strategy, your work helps families save...Show more

 • Promoted

Associate Wealth Advisor

Focus Financial PartnersWestport, CT, United States
Full-time

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creatin...Show more

 • Promoted

Senior Wealth Advisor SAFE Act - Suffolk County

CitigroupHuntington, NY, United States
Full-time

Senior Wealth Advisor SAFE Act - Suffolk County.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi...Show more