Financial Advisor

Northwestern Mutual; Seattle (WA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical and dental plans

401(k) retirement package

Paid licensing and business coaching

Family planning resources

Access to wellbeing programs

Mentorship and professional development

Job summary

A leading financial services organization is seeking an Entry Level Financial Advisor in Seattle, WA. This role focuses on building relationships, presenting financial analyses, and promoting financial products. Training and mentoring are provided, with the potential for significant income growth based on performance. Ideal for individuals looking to launch their careers in finance and sales.

Qualifications

• Must gain licensing and continue learning to become an expert.
• Ability to meet targets for activity and manage development process.

Responsibilities

• Build strong relationships and develop a trustworthy network.
• Present financial analysis to clients.
• Promote financial products to clients.
• Develop integrated financial plans for clients.
• Manage your own business's development.

Skills

Relationship building

Financial analysis

Sales skills

Network development

Job description

Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

Location: Seattle, WA. Must be available to work in our Seattle office (not supporting relocation at this time).

Base Pay Range

$70,000.00/yr - $120,000.00/yr

Responsibilities

• Build strong relationships and develop a trustworthy network. Present a well‑thought out financial analysis to clients.
• Gain licensing and continue learning beyond the sponsored licensing to become an expert on Northwestern Mutual financial products. Promote products to clients as you build your book of business.
• Influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team.
• Consistently meet targets for activity (setting meetings, generating referrals, gaining clients).
• Take ownership of your business’s development and manage your process with flexibility and unlimited income potential.

Benefits, Rewards, and Compensation

• Medical – high deductible and traditional co‑pay plans available.
• Dental, Vision & Flexible Spending Accounts available.
• Retirement Package and Pension Plan funded by Northwestern Mutual.
• Life Insurance and Disability Income Insurance.
• 100% paid licensing, business coach, branding and marketing team.
• Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$120K+ as company average for representatives in the first year)
• Family Planning – Maternity, short‑term disability, & adoption assistance available as well as access to family planning specialists.
• Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.
• LGBTQ+ gender health services and transgender care.
• Study groups for insurance licensing, SIE, Series 6, Series 63.

By Joining Our Team, You'll Have Access to

• An award‑winning training program to help you get started.
• Mentorship and professional development training throughout your entire career.
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
• Full financial support for professional designations and certifications for both your personal and professional business growth.
• The opportunity to pursue leadership and specialized roles.
• Exceptional income potential, as your hard work will directly relate to your sales results.
• Our financial representatives are compensated through commissions, bonuses, repeat business, and client retention.
• Comprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth management.
• Client Servicing, Product Sales Support, and Investment Solutions Support through our Financial Planning Services Team (FPS).
• Compliance Operations through our Onsite compliance staff within the network office and compliance support in the home office.

Company Accolades

• At Northwestern Mutual, we’re committed to mutual success. You’ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration.
• 97% Client Retention Rate
• #90 on Fortune 100 in 2021
• “World’s Most Admired” Company by Fortune Magazine (2021)
• Top 5 Independent Broker Dealer by Financial Advisor magazine and InvestmentNews (2020)
• Top 50 Companies to Launch a Career with by Business Week
• Named one of the “50 Best Companies to Sell For” by Selling Power magazine
• Named one of the “50 Best Places to Launch a Career” by BusinessWeek magazine

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Finance, Sales, and Business Development