Financial Advisor

Northwestern Mutual; Lancaster (Lancaster County); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Company-funded retirement package

Comprehensive medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual in Lancaster is seeking motivated individuals for the role of Financial Advisor. This position focuses on building personalized financial plans and supporting clients throughout their financial journeys.

Ideal candidates are entrepreneurial, have a history of success in relationship-building, and are eager to learn and grow. The compensation structure includes performance-based earnings, with average annual earnings of $61K–$119K in the first three years, alongside comprehensive benefits.

Qualifications

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

Responsibilities

• Grow your client base through new connections and referrals.
• Build personalized financial plans tailored to client needs.
• Manage clients' financial plans to help them achieve their goals.
• Support clients throughout every stage of life.

Skills

Relationship-building

Entrepreneurial spirit

Critical thinking

Motivation and drive

Job description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start your own business focused on client financial planning. Our award‑winning training programs equip you with the education and skill‑building strategies needed to build a successful financial planning practice.

Responsibilities

• Grow your client base by creating 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

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 (average advisor annual earnings of $61K–$119K in the first 3 years)
• Top 25% advisor annual earnings of $137K–$250K 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 and securities industry essentials, Series 6, Series 7, and Series 63, and more
• 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 #LI-Onsite

Qualifications

• Entrepreneurial ambitions to be a business owner
• History of success in relationship‑building or client‑facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship