Financial Advisor

CODY J BEATTY; Upper Arlington (OH); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Profit sharing

Training & development

Job summary

Northwestern Mutual Upper Arlington is recruiting a Financial Advisor to help clients live more and worry less through personalized financial planning. You will own the client relationship, analyze needs, and present comprehensive financial solutions with support from mentors and nationwide resources.

The role emphasizes business ownership mindset, licensing support, and access to advanced planning tools and campaigns. Inperson work in Columbus area with growth opportunities.

Qualifications

• 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 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.

Responsibilities

• Build—Develop knowledge of NM financial products and market trends, develop stronger relationships with clients and network.
• Educate—Go beyond training with sponsored licensing and registration, use assistive software, reporting tools, and illustrations to educate clients.
• Influence—Present clients with opportunities to protect and prosper, drive clients to action through expert influence and recommendations.
• Own—Take ownership of development and management of the business to scale an enduring firm. Review and maintain client financial plans, provide optimum advice.

Skills

Proven success in investment business

Understanding of financial planning

Education

4-year degree (MBA preferred)

Job description

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Profit sharing
• Training & development

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 clientèle and finding financial solutions with help from best‑in‑class advisors, mentors, and products.

Enhance your practice with 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 leadership roles, specialized advisory, and teaming.

With access to local and nationwide experts and leaders, you will serve any client, including:

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

As a Northwestern Mutual Financial Advisor:

1. Build—Develop knowledge of NM financial products and market trends, develop stronger relationships with clients and network.
2. Educate—Go beyond training with sponsored licensing and registration, use assistive software, reporting tools, and illustrations to educate clients.
3. Influence—Present clients with opportunities to protect and prosper, drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business to scale an enduring firm. Review and maintain client financial plans, provide optimum advice.

Compensation & Benefits

• Competitive grid rates
• Production‑based compensation
• Bonus programs and expense allowances
• Support for continuing education; e.g. CFP®, ChFC®, RICP®
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

Qualifications

• 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 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

Job Details

Job Type: Full‑time

Work Location: In person

Commute: Columbus, OH 43221 (Required)