Asesor financiero

CODY J BEATTY; Upper Arlington (OH); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus

Dental insurance

Health insurance

Flexible schedule

Profit sharing

Training & development

Life insurance

Parental leave

Retirement plan

Vision insurance

Job summary

Northwestern Mutual Upper Arlington helps clients live more and worry less through personalized financial planning. As a business owner, you spend your days acquiring clientele and crafting financial solutions with guidance from our top advisors, mentors, and products.

Enhance your practice with industry-leading risk products, advisory and portfolio management solutions, and national brand campaigns. We offer career-long support, concentrated training for leadership, and teaming to grow your

Qualifications

• Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
• Desire for continuous learning
• Prior management or business ownership experience preferred

Responsibilities

• Build knowledge of NM financial products and market trends to grow client business
• Educate clients with licensed products and ongoing development
• Influence clients to act on recommendations
• Own development and management of the business and client plans

Education

Bachelor's degree (Preferred)

Job description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Profit sharing
• Training & development

Job description:

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Enhance your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

As a Northwestern Mutual Financial Advisor:

• 1. Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.
• 2. Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• 3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
• 4. Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

• Competitive grid rates
• Production-based compensation
• Bonus programs and expense allowances
• Support for continuing education; e.g. CFP®, ChFC®, RICP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• 4-year degree from an accredited institution; MBA preferred
• Series 6 or 7 and Series 63 or 66
• Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
• Desire for continuous learning
• Prior management or business ownership experience preferred
• Legal authorization to work in the US without sponsorship

About Us

For nearly 170 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 100 company (2025)
• Forbes' Best Employers for Diversity (2018-2025)
• Forbes' Best Insurance Companies (2026)Top 10 US Independent Broker-Dealers1
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2025)
• $335 billion (retail investment client assets held or managed)

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Columbus, OH 43221 (Required)

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Paid training
• Parental leave
• Retirement plan
• Vision insurance

Work Location: In person