Financial Advisor

Northwestern Mutual Boston; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Support for licensing and certifications

Job summary

A leading financial services company is seeking a motivated financial advisor to help clients achieve their financial goals. This role involves growing a client base, building personalized financial plans, and managing client relationships. Ideal candidates have entrepreneurial ambitions and a history of success in client-facing roles. The company offers extensive training programs and a supportive environment for continuous learning. Join a firm recognized for financial soundness and inclusion, operating in Boston, Massachusetts.

Qualifications

• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Desire for continuous learning and collaboration.
• Strong sense of motivation and drive.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized financial plans for clients.
• Manage financial plans to help clients achieve goals.
• Grow relationships with clients to support them through every stage of life

Skills

Relationship-building

Client acquisition

Entrepreneurial mindset

Motivation and drive

Job description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

• 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 and Development

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.

• Performance-based earnings and revenue:
• Additional income structure to support training and early development
• Support for insurance licensing, Securities Industry Essentials®, Series 6, SIE, Series 63, and more
• Fully company-funded retirement package and pension plan

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship
• Unsurpassed financial strength with total company assets of $366 billion
• Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
• Forbes’ Best Employers for Diversity (2023)
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)