Financial Advisor (Looking for Career Changers-Training/Licensing Provided)

Northwestern Mutual; Greenville (SC); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Performance-based earnings

Comprehensive medical, vision, and dental plans

Fully company-funded retirement package

Training and development support

Job summary

A financial advisory firm in Greenville is seeking a Financial Advisor to work with clients on financial solutions. No prior experience is needed as comprehensive training is provided. The role offers the potential to earn between $50,000 and $125,000 annually. The ideal candidate should have experience in sales or business development and possess strong interpersonal skills.

Qualifications

• Self-motivated with a strong desire for success.
• Legal authorization to work in the US without sponsorship.
• Experience in relationship-building or client-facing roles.

Responsibilities

• Work with clients to develop holistic financial solutions.
• Build own practice with support from the firm's network.
• Impact clients' lives through financial planning.

Skills

Sales

Business development

Interpersonal skills

Communication skills

Critical thinking

Motivation

Education

High School Diploma

Job description

Financial Advisor (Looking for Career Changers-Training/Licensing Provided)

Financial Advisor (Looking for Career Changers-Training/Licensing Provided)

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Our Upstate, SC financial advisory firm seeks new financial advisors to join its growing and highly productive practice. We specialize in recruiting “career changers” – professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No previous financial advising experience is required; we have a robust training and development program and are now recruiting for our October Training Class.

The ideal candidate has experience in sales, marketing or business development, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures.

The Financial Advisor career with Northwestern Mutual allows one the opportunity to:

• Work with clients to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Have the flexibility and freedom to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring relationships.
• Develop a career with a Financial Services firm that not only provides outstanding self-determined income potential but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
• Advance and grow into leadership and management roles.

Desired Skills and Experience:

• Sales: 3 years (Preferred)
• Business development: 3 years (Preferred)
• 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

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:

• Performance-based earnings and revenue 1 :

Average advisor annual earnings of $61K-$119K (based on2018-2023company 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 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

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.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

·Unsurpassed financial strength with total company assets of $366 billion 5

·Recognized for 6 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)

1 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

2 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.

3 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.

4 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.

5 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.

6 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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