Financial Advisor - Career Changer

Harrisonburg-Rockingham Chamber of Commerce

Harrisonburg (VA)

On-site

USD 61,000 - 250,000

Full time

2 days ago

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Benefits offered by this job

Fully company-funded retirement &PENs

Medical, dental, vision insurance

Life and disability income insurance

Parental benefits

Ongoing education reimbursement

Paid training

Job summary

Northwestern Mutual is hiring a Financial Advisor/Financial Representative in Harrisonburg, VA to help individuals, families, and business owners meet their financial goals through personalized planning. You’ll start by building your own client base, delivering holistic plans, and earning through a performance-based model with strong support and licensing paths.

The role emphasizes mentorship, world-class training, licensing assistance, and long-term career growth within a trusted national firm.

Qualifications

Bachelor’s degree (preferred) in a relevant field.
Strong relationship-building and communication skills.
Sales, client-facing experience encouraged.

Responsibilities

Develop and grow your client base through networking and referrals.
Build customized financial plans tailored to each client’s goals.
Deliver holistic planning across investments, retirement, insurance, and education funding.
Manage and adjust client strategies as life changes.

Skills

Relationship-building

Sales experience

Communication skills

Entrepreneurial mindset

Education

Associate (Required)

Bachelor’s degree (preferred)

Job description

What You’ll Do (Key Responsibilities)

As a Financial Advisor / Financial Representative, you will:

Trust & Estate Planning
In-depth financial education

Financial Services

Entry-Level & Career Changers Welcome | No Experience Required

Becoming a Financial Advisor at Northwestern Mutual is a unique career opportunity to build your own financial services business while helping individuals, families, and business owners achieve their financial goals through personalized financial planning.

You’ll start as a Financial Representative, focused on client development, relationship building, and licensing, with award-winning training, mentorship, and support to help you launch a successful financial planning and wealth management practice.

This role is ideal for professionals looking for career growth, income potential, entrepreneurship, flexibility, and long-term stability.

Why Choose a Career as a Financial Advisor?

Build your own business with full support
Uncapped income potential
Paid training + licensing reimbursement
Award-winning professional development programs
High-impact, client-facing work
Long-term career ownership and leadership paths
Control your schedule, income, and growth

What You’ll Do (Key Responsibilities)

As a Financial Advisor / Financial Representative, you will:

Develop and grow your client base through networking, referrals, and relationship building
Build customized financial plans tailored to each client’s goals and needs
Deliver holistic financial planning solutions, including:
Investment & Wealth Management
Retirement Planning
Asset & Income Protection
Insurance Planning
Education Funding Strategies
Trust & Estate Planning
Business Succession Planning
Manage and adjust client financial strategies as life changes
Build long-term, trusted relationships across all life stages

World-Class Training, Licensing & Career Development

Northwestern Mutual is recognized for having one of the best-trained sales and advisory forces in the country.

Our award-winning training program supports your first three years and beyond with:

In-depth financial education
Client acquisition strategies
Mentorship from top-producing advisors
National advisor network support
Business development coaching
Ongoing leadership training

Licensing Provided & Supported

Life, Accident & Health Insurance Licenses
Securities Industry Essentials (SIE)
Series 6, Series 7, Series 63
Certified Financial Planner® (CFP®) education & licensing support

Compensation & Income Potential

This is a performance-based compensation model with uncapped earning potential.

Average vs Top 25% Advisors (First 3 Years):

Average: $61,000 – $119,000
Top 25%: $137,000 – $250,000

Additional Income Opportunities

Training stipends & development income
Recurring renewal income
Performance bonuses
Expense allowances

Benefits Package

Fully company-funded retirement package & pension
Comprehensive medical, dental, and vision insurance
Life and disability income insurance
Parental benefits
Ongoing education reimbursement

Who Thrives in This Role?

This role is ideal for professionals from sales, business development, banking, finance, marketing, hospitality, education, athletics, and leadership backgrounds.

You Could Be a Great Fit If You Have