Financial Representative - Advisor - Experienced - Hybrid

Usi Insurance; Chicago, Northern (IL, KY); Hybrid; USD 75,000 - 289,000; Full time

Benefits offered by this job

Unlimited earning potential

Mentorship and professional dev.

Health insurance

Parental leave

Health savings account

Life insurance

Job summary

Northwestern Mutual in Chicago seeks a Financial Representative - Advisor to build tailored financial plans for clients. You’ll collaborate with clients to design investment, retirement, life and disability strategies, while nurturing ongoing relationships and monitoring portfolios.

The role blends client service with business development in a supportive, mentor-led environment. Ideal candidates bring strong interpersonal and communication skills, a history of personal success, and a willingness

Qualifications

• Strong interpersonal and communication skills.
• History of personal success and drive.
• Thrives in entrepreneurial environment.
• Interest in community impact and business development.

Responsibilities

• Develop and implement tailored financial plans for clients.
• Provide guidance on investments, retirement planning, and insurance.
• Monitor portfolios and adjust strategies based on market trends and client needs.
• Maintain ongoing client relationships and deliver exemplary service.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Business development

Education

4-year degree

Job description

Northwestern Mutual empowers individuals and families by providing personalized financial plans that uncover opportunities and address potential risks. As a leading financial services company, we manage $265 billion in assets, protect over $1.8 trillion in life insurance, and offer an array of products, including life, disability, and long-term care insurance, as well as investment and advisory services. With over 4.5 million clients and a diverse, nationwide team of financial advisors, we strive to secure financial futures and ensure holistic wealth management. Diversity is central to shaping our vision of financial security for all. Explore career opportunities with us to build a rewarding career in financial services.

Role Description

This is a full-time position located in the Greater Chicago Area for a Financial Representative - Advisor. You will spend time both at our Chicago and Oak Brook IL Offices. The Financial Advisor will work collaboratively with clients to develop and implement tailored financial plans to achieve their short and long-term goals. Responsibilities include providing expert guidance on investments, retirement planning, insurance, and financial strategies while maintaining ongoing client relationships. You will also monitor financial portfolios and recommend adjustments based on market trends and client needs, ensuring exemplary client service and support.

Get More Out Of Your Career

Choosingacareerwherechangingsomeoneelse’slifeforthebetterislife-changingforyou personally,professionally,andfinancially.

We've been helping clients achieve financial security for nearly 160 years. We are searching for an individual to help us carry on that tradition, by joining our firm in ourOak Brook, IL Office.

Finance background is not needed – successful advisors come from a wide range of backgrounds and experiences. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

Financial Representatives at Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off!

Many people (50 percent) find their calling in financial services after working in other industries.

This position offers a performance-based compensation plan. The candidate will need to obtain their life and health certification before training begins and their investment licenses by the end of their first contract year with the organization. Northwestern Mutual provides training and reimburses costs associated with the certifications.

• Commission structure to support early development
• Unlimitedearning potential
• Renewable income
• Mentorship and professional development training throughout your entire career
• Support for insurance licensing, SIE, Series 6 & Series 63 or Series 7 & Series 66
• Retirement Package and Pension Plan
• Parental leave
• Health savings account
• The opportunity to design your roadmap to leadership and specialized roles
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance

This career is primarily commission based and includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average:

Average vs Top 25%

Year 1 | $75,000- $110,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $332,000 - $490,000

Year 15 | $341,000 - $790,000

• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
• $224 billion (retail investment client assets held or managed)
• FORTUNE Worlds Most Admired companies
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Vision insurance

Schedule:

• Monday to Friday
• Hybrid schedule to meet clients

Qualifications

A successful applicant will have strong interpersonal and communication skills, have a demonstrated history of personal success, would thrive in an entrepreneurial environment, value professional

interdependence with a worldclass company and have a demonstrated interest in community impact and business development.Career changers are encouraged to explore, training provided.

You could be right for this opportunity if you have:

• Professional work experience or 4-year degree
• History of success
• Desire for continuous learning
• Interpersonal relationship skills
• Legal authorization to work in the US without sponsorship

We are seeking people with a background in sales, technology, consulting, teaching, coaching, real estate, communication, marketing, mortgage lending, public relations, hospitality, management, accounting, or business owners.