Financial Advisor - Career Changers Welcome

Northwestern Mutual; Bridgeport (CT); On-site; USD 80,000 - 1,115,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship

Flexible schedule

Community impact

Job summary

Northwestern Mutual in Fairfield County seeks a Financial Advisor to lead a network of offices in providing personalized insurance solutions and financial planning. You will build long-term client relationships, understand unique financial needs, and deliver tailored strategies.

The role offers opportunities for advancement, ongoing training, and a flexible schedule within a supportive team environment. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Strong interpersonal and communication skills.
• Ability to build trust and rapport with clients.
• Licenses such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor and update financial plans as circumstances change.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Client relationship building

Education

Bachelor's degree in finance, business, or related field

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success.

Our passion for community support is evident in our ongoing contributions to these charities:

• Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools).
• National: Alex’s Lemonade Stand (Pediatric Cancer).

We’re also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community.

Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.

Our thriving offices are located:

• Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
• Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
• Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Income Range Within Our Network of Offices:

Years 1-4 in Business:

• Average: $80,000
• Top 25%: $170,000
• Top 10%: $240,000
• Top performers exceed $200,000 in Year 1

Years 5+ in Business:

• Average: $305,000
• Top 25%: $730,000
• Top 10%: $1,115,000

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Alex Beilin – Managing Partner

• How long with NM? 30 years.
• Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales.
• Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

Louis Pietig – Managing Director, Fairfield District Office

• How long with NM? 7 years.
• Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
• Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

Andrew Kalinowski – Managing Director, Westport District Office

• How long with NM? 10 years, including an internship.
• Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
• Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

About the Financial Advisor Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree in finance, business, or a related field is strongly preferred.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.