Financial Advisor - Career Changers Encouraged

Northwestern Mutual; San Diego (CA); Vor Ort; USD 80.000 - 250.000; Vollzeit

Benefits dieser Stelle

Uncapped income potential

Control of calendar

Licensing/credentialing sponsorship

Bonuses in first year

Medical, dental, vision coverage

Retirement package

Life & disability insurance

FSAs/HSAs

Zusammenfassung

Northwestern Mutual is seeking Financial Advisors to grow a client base and deliver holistic financial planning. You will build customized plans covering insurance, investments, education, and retirement while managing client portfolios for long-term goals.

The role offers extensive training, uncapped income potential, and the ability to control your calendar and office cadence. Comprehensive benefits and a clear career path are provided.

Qualifikationen

• BA or BS degree from a four-year institution preferred.
• Prior sales and/or business experience preferred and possess a history of personal and professional success.
• Prior financial services experience not needed -- extensive training platform provided.

Aufgaben

• 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 including insurance, investments, wealth management, education planning, retirement planning.
• Manage your client’s financial plans to help them achieve their goals long term.
• Grow relationships with clients to support them through every stage of life.

Kenntnisse

Entrepreneurial mindset

Sales experience

Self-motivation

Ethics and trust

Ausbildung

Bachelor's degree

Jobbeschreibung

While many companies are downsizing, Northwestern Mutual is thriving - 2025 was the best year in 169-year history. The demand for wealth management and financial planning tends to increase during economic downturns and we're growing our team of Financial Advisors to meet that demand.

A new Financial Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be control of their career trajectory. They possess an entrepreneurial spirit, history of success in business development or sales, strong self-motivation, a high standard of ethics, and desires to make a meaningful impact on people's lives.

We have had people transition from sales or client facing roles in many industries - medical device, pharmaceutical sales, recruiting, software sales, solar, manufacturing, and fitness/personal training. We provide ample training to get career changers up and running!

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 including insurance, investments, wealth management, education planning, retirement planning
• Manage your client’s financial plans to help them achieve their goals long term
• Grow relationships with clients to support them through every stage of life

Desired Skills and Experience:

• BA or BS degree from a four-year institution preferred
• Prior sales and/or business experience preferred and possess a history of personal and professional success.
• Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

• Uncapped Income Potential
• Control of your own calendar and office cadence
• Fully paid sponsorship of Licensing/Credentialing
• Robust development bonuses in the first year to aid as you launch your business
• Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
• Retirement Package and Pension Plan
• Group Life and Disability Income Insurance
• Flexible Spending Account/Health Savings Account

On average, our first-year advisors are making about $80,000, top 25% is 125-150, top 10% is $200, 250+ in your first year.

Job Type: Full-time

• 401(k)
• Health insurance
• Paid training
• Vision insurance

Education:

• Bachelor's (Preferred)