Talent.com
Northwestern Mutual
Financial AdvisorNorthwestern Mutual • Elm Grove, WI, United States
Financial Advisor

Financial Advisor

Northwestern Mutual • Elm Grove, WI, United States
30+ days ago
Salary
$61,000.00 yearly
Job type
  • Full-time
Job description

Financial Advisor Opportunity At Northwestern Mutual

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 becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis

Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plansincluding investments for growth, insurance for protection, and annuities for guaranteed income in retirementthat helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Responsibilities

As a financial advisor, you will:

  • 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

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & 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

Qualifications

You could be right for this opportunity if you have:

  • 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

Pay Range

USD $61,000.00 - USD $250,000.00 /Yr.

Create a job alert for this search

Financial Advisor • Elm Grove, WI, United States

Similar jobs

Financial Advisor

WaterStone BankGermantown, WI, United States
Full-time

Job Category: Retail Branch Banking.Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client.Provides timely direction an... Show more

 • Promoted

Wealth Management Advisor-Mequon, WI

U.S. BankMequon, WI, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Financial Advisor

Northwestern MutualGermantown, WI, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI

ChaseGermantown, WI, 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

Wealth Management Advisor-Mequon, WI

U.S. BancorpMequon, WI, United States
Full-time

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.The WMA is responsible for facilitating the delivery... Show more

 • Promoted

Earn $60K–$160K While Helping a Family Grow

Roots SurrogacyUnion Grove, WI, US
Full-time

Looking for a meaningful way to earn significant income while doing something truly impactful?.Surrogacy with Roots offers one of the most supported and well-compensated journeys available.Base com... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacyGrafton, WI, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Financial Advisor - Milwaukee, WI and Surrounding Areas

Thrivent Financial for LutheransMilwaukee, WI, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Merrill Advisor Development Program- Financial Advisor: Wisconsin Market

Bank of AmericaMilwaukee, WI, United States
Temporary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one... Show more

 • Promoted

Wealth Management Advisor-Mequon, WIJob Id2026-0010050LocationMequon, WI, United StatesPosting

US BankMequon, WI, United States
Full-time

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team.The WMA is responsible for facilitating the delivery... Show more

 • Promoted

Travel Physical Therapist (PT) - $1,749 to $3,413 per week in Pleasant Prairie, WI

AlliedTravelCareersPleasant Prairie, WI, US
$1,749.00 weekly
Full-time

When it comes to finding the perfect locums assignment, sometimes it is all about who you know.CompHealth has been around for a long time and have a vast network of connections to facilities across... Show more

 • Promoted

Drive with DoorDash - Onboarding / Onboard

DoorDashGrafton village, WI, United States

Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you ... Show more

 • Promoted

Provisionally Licensed Therapist

LifeStance HealthBristol, WI, US
Full-time

At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.Our mission is to help people lead healthier, more fulfilling lives... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyGermantown, WI, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Wealth Advisor

UMBMilwaukee, WI, United States
Full-time

The Private Wealth Management team serves to manage, protect and grow.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.We collaborate on holistic and personal... Show more

 • Promoted

Associate Financial Advisor

Baird CapitalMilwaukee, WI, United States
Full-time

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction... Show more

 • Promoted

Private Wealth Advisor II

Old National BancorpMilwaukee, WI, United States
Full-time

Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more

 • Promoted

Financial Advisor

BmoMilwaukee, WI, United States
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

 • Promoted

Voya Financial Advisor Milwaukee

Voya Financial AdvisorsMilwaukee, WI, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollme... Show more

 • Promoted

Junior Financial Advisor

World InsuranceNew Berlin, WI, United States
Full-time

World Investment Advisors, part of World Insurance Associates, is a nationally recognized financial services firm dedicated to providing wealth management and retirement plan investment advisory se... Show more