Financial Advisor

Northwestern Mutual; Baltimore (MD); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Competitive medical, vision, and dental plans

Life and Disability Income Insurance

Job summary

A financial services company in Baltimore seeks Financial Advisors focused on client development and obtaining necessary licenses. This full-time role offers comprehensive training programs and potential earnings ranging from $61K to $250K. Ideal candidates have a Bachelor's degree, strong communication skills, and entrepreneurial ambitions. Join an esteemed network of financial professionals committed to client success.

Qualifications

• History of success in client-facing roles.
• Desire for continuous learning and collaboration.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base and maintain a strong referral network.
• Build personalized financial plans tailored to client needs.
• Manage financial plans to help clients achieve goals.
• Support clients through every stage of life.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management skills

Critical thinking skills

Strong communication

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking Financial Advisors to start as a financial representative focused on client-building and obtaining licenses, with award-winning training programs to build a financial planning practice that focuses on planning, investment, insurance, and retirement solutions.

Responsibilities

• 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
• An 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

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

• Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Locations and salary ranges shown are indicative and may vary by role and location. Referrals increase your chances of interviewing at Northwestern Mutual.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.