Entry Level Financial Representative

Northwestern Mutual; Wellesley (MA); On-site; USD 61,000 - 119,000; Full time

Job summary

An established industry player offers a unique opportunity for aspiring financial advisors to build their own business while helping clients achieve their financial goals. This role emphasizes entrepreneurial growth, providing comprehensive training and support to develop a successful financial planning practice. Advisors will have the chance to create personalized financial plans and build lasting client relationships. With a strong focus on professional development, this position offers significant income potential and a range of benefits, making it an exciting opportunity for motivated individuals looking to thrive in a dynamic environment.

Benefits

Comprehensive Health Insurance

Life and Disability Insurance

Parental Benefits

Retirement Plan

Expense Allowances

Bonuses

Support for Licensing

Qualifications

• Strong critical thinking and relationship-building skills are essential.
• Licensing includes Life/Accident & Health Certifications and Series 6, 7, and 63.

Responsibilities

• Grow client base through networking and referrals.
• Create personalized financial plans tailored to clients' needs.

Skills

Entrepreneurial Skills

Relationship Building

Critical Thinking

Client Service

Education

Life/Accident & Health Certifications

Securities Industry Essentials (SIE)

Series 6, 7, and 63

Tools

Proprietary Planning Software

Job description

Job Description: Financial Advisor at Northwestern Mutual Wellesley

Becoming a financial advisor at Northwestern Mutual Wellesley offers a unique opportunity to start your own business and help clients achieve their financial goals through comprehensive planning. As a financial advisor, you will:

1. Grow your client base through networking, referrals, and delivering excellent service
2. Create personalized, holistic financial plans tailored to each client
3. Manage and support clients' financial plans to meet their objectives
4. Build lasting relationships to assist clients at every life stage

Initially, you'll start as a financial representative focusing on client acquisition and obtaining necessary licenses. Our award-winning training programs equip you with the skills and knowledge to succeed in building a financial planning practice, utilizing Northwestern Mutual’s proprietary planning software to deliver comprehensive financial solutions.

We support entrepreneurial growth, allowing you to shape your practice according to your long-term vision—whether that involves opening an office, joining a team, or becoming an advanced advisor. Northwestern Mutual is recognized for its highly trained sales force and ongoing professional development, including a curriculum designed for your first three years in the business.

Licensing requirements include Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. We offer pre-payment or reimbursement for course fees and materials.

Income potential includes:

• Average annual earnings of $61K-$119K for new advisors (2018-2023 data)
• Top quartile advisors earning $137K-$250K annually

Additional benefits include renewal income, bonuses, expense allowances, support for licensing, a retirement plan, comprehensive health insurance, life and disability insurance, and parental benefits.

You may be a good fit if you:

• Have entrepreneurial ambitions
• Have success in relationship-building or client-facing roles
• Value continuous learning and collaboration
• Possess strong critical thinking skills
• Are motivated and driven
• Are authorized to work in the US without sponsorship

About Northwestern Mutual

With over 165 years of experience, we provide innovative financial planning services, combining industry expertise with personalized digital solutions. Our approach integrates insurance, investments, and annuities to help clients meet their goals. We are committed to strength, diversity, and inclusion, recognized as a top employer and for social responsibility.