Financial Advisor

Northwestern Mutual; Charlotte (NC); On-site; USD 140,000 - 350,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

Pension/retirement package

CFP designation support

Job summary

Northwestern Mutual Charlotte is seeking a Financial Advisor to help clients achieve financial security and long-term goals. You will build your own client base, develop tailored financial plans, and provide guidance across investments, insurance, retirement, education funding, and wealth management.

The role offers industry-leading training, mentorship, and licensing support, with a compensation model that rewards performance, renewal income, and growth within a Fortune 100 company.

Qualifications

• Bachelor's degree required.
• Entrepreneurial ambition and desire to build a business.
• Strong communication and relationship-building skills.
• Passion for helping others achieve goals.
• Self-discipline, resilience, and accountability.
• Commitment to continuous learning and professional growth.

Responsibilities

• Build your client base through networking, referrals, and relationship-building.
• Develop comprehensive financial plans tailored to client needs and goals.
• Provide guidance on investments, insurance, retirement planning, education funding, and wealth management.
• Help clients navigate major life events with proactive financial advice.
• Maintain long-term client relationships through ongoing reviews and strategy adjustments.
• Operate your business with support from a Fortune 100 company.

Skills

Entrepreneurial mindset

Strong communication

Relationship-building

Self-discipline

Resilience

Accountability

Lifelong learning

Education

Bachelor's degree

Job description

Financial Advisor - Northwestern Mutual CharlotteBuild a Business. Make an Impact. Create Your Future.

At Northwestern Mutual, a career as a Financial Advisor offers more than a traditional job. It is an opportunity to build your own business, create lasting relationships, and help clients achieve financial security and long-term success.

As a Financial Advisor, you'll partner with individuals, families, and business owners to develop personalized financial strategies that help them protect what matters most, grow their wealth, and pursue their life goals with confidence.

What You'll Do

• Build and grow your own client base through networking, referrals, and relationship-building
• Develop comprehensive financial plans tailored to each client's unique needs and goals
• Provide guidance on investments, insurance, retirement planning, education funding, and wealth management
• Help clients navigate major life events with proactive financial advice
• Maintain long-term client relationships through ongoing reviews and strategy adjustments
• Operate your business with the support of an established Fortune 100 company

Training & Development

Northwestern Mutual is committed to helping you succeed through industry-leading training, mentorship, and professional development programs.

You will receive support in:

• Financial Planning
• Investment & Advisory Services
• Asset and Income Protection
• Retirement Planning
• Estate and Trust Services
• Business Needs Analysis
• Education Funding Strategies

Additionally, you'll receive assistance in obtaining industry licenses and certifications, including:

• Life, Accident & Health Insurance License
• Securities Industry Essentials (SIE)
• Series 6, Series 7, and Series 63 Licenses

All eligible training materials and licensing expenses are covered through our reimbursement and pre-payment programs.

Compensation & Benefits

Northwestern Mutual offers one of the most rewarding entrepreneurial compensation models in the financial services industry.

• First-year average earnings: $140,000
• Top 25% of advisors earn $250,000+
• Top performers earn $350,000+
• Uncapped earning potential
• Performance-based bonuses
• Renewal and recurring income opportunities
• Business expense allowances
• Comprehensive medical, dental, and vision benefits
• Fully funded pension and retirement package
• Parental and family-planning benefits
• Support toward earning the Certified Financial Planner™ (CFP®) designation

Build Your Career Your Way

At Northwestern Mutual, there is no single path to success. Whether you aspire to:

• Build an independent practice
• Join and grow within an established team
• Lead and develop other advisors
• Open and operate your own office

You’ll have the flexibility and support to build the business and lifestyle you envision.

Qualifications

We’re looking for motivated individuals who possess:

• A bachelor's degree
• Entrepreneurial ambition and a desire to build a business
• Strong communication and relationship-building skills
• A passion for helping others achieve their goals
• Self-discipline, resilience, and accountability
• A commitment to continuous learning and professional growth

Why Northwestern Mutual?

For more than 165 years, Northwestern Mutual has helped clients achieve financial security through comprehensive planning and trusted guidance. Our advisors are backed by world-class resources, innovative planning tools, and a culture focused on growth, integrity, and long-term success.

If you’re looking for an opportunity to control your income, build a meaningful career, and make a lasting impact in the lives of others, we’d love to meet you.