Financial Advisor

UNAVAILABLE; Town of Arkwright (NY); On-site; USD 61,000 - 200,000; Full time

Benefits offered by this job

Award-winning training

Licensing support

Performance-based earnings

Retirement package

Job summary

Northwestern Mutual is offering a path to become a financial advisor by starting as a financial representative focused on client-building and licensing. The role emphasizes training, education, and developing a personal practice with a performance-based compensation structure.

You will work toward licenses (Life/Health, SIE, Series 6/7/63) and leverage Northwestern Mutual’s planning tools to deliver holistic plans and growth strategies for clients. A long-term ownership mindset is encouraged.

Qualifications

• Bachelor’s degree required or equivalent.
• Strong track record in building relationships or client-facing roles.
• Entrepreneurial spirit with a desire to own a financial planning practice.

Responsibilities

• Grow your client base by expanding connections and maintaining a strong referral network.
• Develop personalized, holistic financial plans tailored to client needs.
• Manage clients' financial plans to help them reach goals across life stages.
• Build and maintain relationships to support clients over time.

Skills

Relationship-building

Client-facing

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Overview

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice that focuses on:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Responsibilities

As a financial advisor, you will:

• Grow your client base by making 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

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

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 (based 2018-2023 company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of $137K-$250K (based 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Certified Financial Planner licensing support
• 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

Qualifications

You could be right for this opportunity if you have:

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship‑building or client‑facing roles