Finance & Sales Emerging Talent Program: Leadership Path

Northwestern Mutual; Olde West Chester (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement package

Licensing and credential support

Job summary

Northwestern Mutual — West Chester is recruiting young professionals for a Winter cohort to join a comprehensive training and mentorship program that leads to a licensed Financial Advisor role. You’ll learn financial planning, sales, practice management, and client relationship building in a structured, cohort-based environment.

Engage directly with clients, conduct discovery meetings, and develop tailored financial plans while building your own book through referrals and community involvement.

Qualifications

• Proven ability to communicate clearly and build trust with clients.
• Ability to learn financial planning processes and adapt to a structured program.
• Commitment to ethical client service and integrity in all interactions.

Responsibilities

• Conduct discovery meetings with clients and present tailored financial plans.
• Help clients achieve their goals through relationship-building and market guidance.
• Develop and grow a client base through referrals and community engagement.
• Collaborate with experienced advisors in joint appointments and receive coaching.
• Create a business plan and utilize market development resources and support.

Skills

Communication skills

Relationship-building

Entrepreneurial mindset

Goal orientation

Reliability

Integrity

Ethical client service

Education

4-year degree or graduation by Dec 2026

Job description

Northwestern Mutual — West Chester is recruiting young professionals for a Winter cohort to join a comprehensive training and mentorship program that leads to a licensed Financial Advisor role. You’ll learn financial planning, sales, practice management, and client relationship building in a structured, cohort-based environment.

Engage directly with clients, conduct discovery meetings, and develop tailored financial plans while building your own book through referrals and community involvement.