Financial Advisor

Northwestern Mutual Group; Chicago (IL); On-site; USD 65,000 - 120,000; Full time

Job summary

Northwestern Mutual in Chicago, IL is seeking a Financial Advisor to meet clients, assess financial situations, and craft holistic plans guiding investments, insurance, and retirement. This on-site role emphasizes ongoing portfolio monitoring, documentation, and compliance with regulatory standards.

You will grow a client base through networking, referrals, and community engagement while collaborating with internal specialists to deliver integrated financial strategies.

Qualifications

• Strong expertise in financial planning and advisory services for client-focused strategies.
• Solid foundation in finance and investments to analyze options and explain risk/return.
• Experience or training in retirement planning to address income needs in retirement.
• Excellent communication and relationship-building skills to sustain long-term client trust.
• Comfort with sales, networking, and business development to grow a practice.

Responsibilities

• Meet with clients to understand goals and assess their financial situation.
• Create holistic financial plans that support long-term security.
• Provide guidance on investments, insurance, and retirement planning.
• Review and adjust plans as client needs evolve and monitor portfolios.
• Build and grow a client base through networking, referrals, and community engagement.
• Collaborate with internal specialists to deliver integrated strategies.

Skills

Financial Planning

Investments analysis

Retirement Planning

Interpersonal skills

Sales mindset

Regulatory compliance

On-site collaboration

Education

Bachelor's degree in Finance, Economics, or related field

CFP certification

FINRA licenses

Job description

Company Description

Northwestern Mutual is a leading financial services organization focused on helping clients achieve long-term financial security through personalized, people-first planning. The company manages $265.0 billion in assets and provides over $1.8 trillion in life insurance protection, serving more than 4.5 million clients with insurance, annuities, brokerage, advisory, trust, and portfolio management solutions. Its wealth management and investment services oversee more than $125 billion in client assets, offering comprehensive financial strategies across the United States. Northwestern Mutual supports a growing network of financial advisors and corporate professionals in locations including Milwaukee, New York, and major regional markets, and is committed to building a diverse and inclusive workforce. Financial representatives and interns are independent contractors, not employees, and can explore opportunities through Northwestern Mutual’s careers site and social media guidelines.

Role Description

This is a full-time, on-site Financial Advisor role based in Chicago, IL. The Financial Advisor will meet with clients to understand their goals, assess their current financial situation, and create holistic financial plans that support long-term security. Daily responsibilities include providing guidance on investments, insurance, retirement planning, and wealth management solutions, as well as reviewing and adjusting plans as client needs evolve. The role involves ongoing portfolio and policy monitoring, preparing proposals and presentations, and maintaining accurate documentation and compliance with regulatory standards. The Financial Advisor will also build and grow a client base through networking, referrals, and community engagement, while collaborating with internal specialists and support teams to deliver integrated financial strategies.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to design comprehensive, client-focused financial strategies.
• Solid foundation in Finance and Investments to analyze options, manage portfolios, and explain risk and return clearly.
• Experience or training in Retirement Planning to help clients prepare for and navigate income needs in retirement.
• Excellent communication, relationship-building, and interpersonal skills to earn trust and sustain long-term client relationships.
• Bachelor’s degree in Finance, Economics, Business, or a related field preferred; relevant certifications (e.g., CFP®, FINRA licenses) are an advantage.
• Comfort with sales, networking, and business development, with a self-motivated approach to meeting goals and growing a practice.
• High ethical standards, sound judgment, and commitment to regulatory compliance and fiduciary responsibilities.
• Ability to work effectively in an on-site, professional environment and collaborate with colleagues and firm resources.