Financial Advisor

Northwestern Mutual; Columbus (OH); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Production-based compensation

Bonus programs and expense allowances

Retirement Package and Pension Plan

Medical, Dental, Vision, LifeInsurance

Family Planning

Job summary

Northwestern Mutual-Upper Arlington is seeking Financial Advisors who help clients live more and worry less through a personalized approach to financial planning. As a business owner, you’ll spend your days acquiring clientele and crafting financial solutions with support from our advisors and resources.

You’ll have access to local and national experts, leading products, and extensive training to build, educate, influence, and own your practice within a Fortune 100 company.

Qualifications

• 4-year degree from an accredited institution; MBA preferred.
• Series 6 or 7 and Series 63 or 66

Responsibilities

• Build knowledge of Northwestern Mutual financial products and market trends to grow your business.
• Educate clients using sponsored licensing, tools, and illustrations.
• Influence clients to act on recommended plans.
• Own development and management of the business and client plans.

Skills

Strong understanding of financial &​ 3

Education

Bachelor's degree or higher; MBA preferred

Job description

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our best-in-class advisors, mentors, and products.

Enhance your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.

With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning

1. Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.

2. Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

• Production-based compensation
• Bonus programs and expense allowances
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• 4-year degree from an accredited institution; MBA preferred
• Series 6 or 7 and Series 63 or 66
• Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
• Desire for continuous learning
• Prior management or business ownership experience preferred
• Legal authorization to work in the US without sponsorship