Aspiring Financial Advisor Program (Licensing & Training Provided)

Northwestern Mutual; City of White Plains (NY); On-site; USD 40,000 - 80,000; Full time

Job summary

A leading financial services firm in White Plains is seeking Financial Representatives to help clients with comprehensive financial planning. The role involves building relationships, educating clients on financial products, and taking ownership of client financial plans. Candidates should have a 4-year degree or equivalent experience with strong communication and critical thinking skills. This is a unique opportunity to craft a career around your lifestyle in a supportive environment.

Qualifications

• 4-year degree or equivalent professional work experience.
• 2-10 years of professional experience in client-facing roles.
• Strong communication and critical thinking skills.

Responsibilities

• Build a client base by increasing relationships and knowledge.
• Educate yourself and clients using tools and technology.
• Influence clients to take action on financial opportunities.
• Own the development of the business and maintain client financial plans.

Skills

Relationship-building

Communication

Critical thinking

Continuous learning

Education

4-year degree or equivalent professional work experience

Job description

For over 165 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 Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

• Fortune 500 company (2023)
• Forbes’ Best Employers for Diversity (2018-2021)
• #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $257 billion retail investment client assets held or managed by Northwestern Mutual 4

As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:

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

Responsibilities:

• Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
• Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

Qualifications:

• 4-year degree; or equivalent professional work experience
• 2-10 years professional experience
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking and communication competencies
• Legal authorization to work in the US without sponsorship