Financial Advisor

Northwestern Mutual; Norwalk (CT); On-site; USD 307,000 - 1,114,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement package

Life and disability insurance

Education reimbursement for licensing

Job summary

Northwestern Mutual is seeking individuals to build a financial planning practice with access to top training and mentorship. You will help clients reach goals by combining insurance and investments, evaluating today and planning tomorrow.

The role emphasizes entrepreneurship and a strong client focus with on-site work in South Norwalk. The program supports career changers with a comprehensive training sequence, industry experts, and Forbes-recognized guidance, offering competitive,

Qualifications

• Bachelor's Degree from a Four-Year Institution is required.
• Prior sales and/or business experience preferred.
• Must have strong communication and networking skills.
• Must be able to commute to South Norwalk office and work onsite.

Responsibilities

• Develop and implement financial plans for clients.
• Guide clients on insurance and investment strategies.
• Build a financial planning practice with mentorship and training.
• Participate in a performance-based compensation structure.

Skills

Sales experience

Communication

Networking

Entrepreneurial mindset

Education

Bachelor's degree (4-year)

Job description

A career with Northwestern Mutual brings mutual success. When you bring your talent, hard work, and experience, we offer the training, mentorship, and resources to help you achieve your definition of success and discover your unlimited potential – in leadership, income, and community impact.

Our financial professionals help clients reach their individual goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there.As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.

A successful advisor has typically reached a ceiling and is looking for a career change where they can utilize and maximize their talents. We welcome individuals from diverse backgrounds who possess an entrepreneurial spirit, grit, motivation, are self-starters, and are looking to create an impact. In addition to these qualities, we are looking for professionals who have:

• Bachelor's Degree from a Four - Year Institution
• Prior sales and/or business experience preferred
• Possess a history of personal and professional success
• Ability to commute to the South Norwalk office and ability to work onsite in our office Location
• Strong communication skills inclusive of networking capabilities

Northwestern Mutual brings together career changers from a variety of backgrounds including but not limited to:

• Financial Services - Business Development
• Hospitality - Athletes

Our commitment to our career changers exploring this opportunity is providing the top Financial Advisor training program in the nation and mentoring for the first five years of your career from industry experts and top-rated Forbes Advisors.

Our compensation structure is performance based with multiple recurring revenue streams. As part of your start-up, we provide a competitive bonus opportunity. In a time of market uncertainty, our compensation allows you to control your earnings, vision, and progression:

Average vs Top 25% vs Top 10%

Year 1 | $78,939 - $168,306 - $238,982

Year 5+ |$306,679 - $726,808 - $1,113,953

Northwestern Mutual provides a comprehensive benefits package:

• Comprehensive medical, dental, and vision insurance
• NM-Funded Retirement Package and Pension Plan
• Life Insurance and Disability Income Insurance
• Health care and dependent care reimbursement accounts
• Reimbursement for licensing and ongoing education
• Access to our products and planning
• Parental benefits at every stage of family planning

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Awards and Accolades:

• One of Glassdoor’s Best-Led Companies (2024)
• Crain’s Best Places to Work in NYC (2023)
• One of the “World’s Most Admired” companies (FORTUNE Magazine, 2024)
• One of “America’s Best Large Employers” (Forbes Magazine, 2023)
• One of “America’s Greatest Workplaces for Diversity” (Newsweek, 2023)
• Top 50 Employers (Equal Opportunity Magazine, 2023)
• Best Places to Work #82 (Glassdoor, 2021)