Financial Advisor (Career Changers Encouraged to Apply)

Northwestern Mutual; Baltimore (MD); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Comprehensive medical, vision, and dental plans

Bonus programs and expense allowances

Parental benefits

Job summary

A leading financial services firm in Maryland seeks a financial advisor to develop personalized financial plans and grow client relationships. This role offers extensive training and allows for entrepreneurial growth within the company. Candidates should have ambitions for business ownership and a track record in client-facing roles. Average advisor annual earnings range from $61K to $119K in the first three years, with additional earnings potential based on performance.

Qualifications

• Must obtain Life/Accident & Health Certifications and other licenses.
• Proven success in relationship-building or client-facing roles.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base and maintain strong referral networks.
• Build personalized financial plans for clients.
• Manage clients' financial plans to help them achieve their goals.

Skills

Entrepreneurial ambitions

Client relationship-building

Motivation and drive

Critical thinking

Desire for continuous learning

Education

Life/Accident & Health Certifications

Securities Industry Essentials (SIE)

Series 6, 7, and 63

Job description

Becoming a financial advisor at Northwestern Mutual-Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY, YORK-PA) is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. 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

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:

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.

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.

• Performance-based earnings and revenue1:
• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on 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
• 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

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

About Northwestern Mutual

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.