Financial Advisor - Career Changers Welcome!

Northwestern Mutual; Saint Augustine (FL); On-site; USD 90,000 - 300,000; Full time

Benefits offered by this job

Performance-based earnings

Training program

Tuition/books reimbursement

Retirement plan

Job summary

Northwestern Mutual in the United States seeks ambitious individuals to become financial advisors through our comprehensive training program. No financial experience required; we provide licensing, designations, coaching, and a national network of mentors to guide your first years in the business.

You’ll learn client acquisition, relationship-building, and long-term planning from industry experts while you train.

Qualifications

• 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.
• Unsurpassed financial strength with total company assets of $366 billion.
• Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management.
• Forbes’ Best Employers for Diversity (2023).
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023).
• 2024 Training APEX Award winner.

Skills

Entrepreneurial ambitions

Relationship-building

Continuous learning

Critical thinking

Motivation and drive

Legal work authorization (US)

Company strength recognition

Job description

Ready to Build a Business That Changes Lives – Including Your Own? For over 168 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. No financial experience required! We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals. We’ll train, coach, mentor and develop the right candidates with robust training, technology, planning tools, and supportive mentors.

About the Role

Training, licensing & designations 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)
• Series 6 or 7
• Series 63

Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books.

• Performance-based earnings and revenue
• Average advisor gross annual earnings of $128,137 (Financial Representatives with 1–4 Years in Business)
• Average advisor gross annual earnings of $535,832 (Financial Representatives with 5+ Years in Business)
• 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
• Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books.

Qualifications

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
• Unsurpassed financial strength with total company assets of $366 billion
• Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
• Forbes’ Best Employers for Diversity (2023)
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
• 2024 Training APEX Award winner

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.

Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.

To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry