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

Northwestern Mutual; Greenville (SC); On-site; USD 61,000 - 119,000; Full time

Benefits offered by this job

Fully company-funded retirement plan

Pension plan

Medical, vision, and dental plans

Licensing support (SIE, Series 6, 63)

Performance-based earnings and revenue

Athlete and veteran-friendly culture

Job summary

Northwestern Mutual's Upstate, SC advisory practice is seeking new financial advisors who want to be in business for themselves but not by themselves. No prior financial advising experience is required due to strong training and support.

Ideal candidates have backgrounds in sales, marketing, or business development and a drive for personal and professional growth. You will build a client base, educate clients on financial options, and work with a system that supports mentoring, licensing, and

Qualifications

• 4-year degree or equivalent professional work experience.
• Experience building meaningful relationships.
• Interpersonal skills for client-facing roles.
• Desire for continuous learning and collaboration.

Responsibilities

• Build a clientele by growing trusted relationships within your network.
• Educate clients about financial planning options and insurance products.
• Influence clients to take action through ethical guidance and recommendations.
• Own development and management of the business and client plans.

Skills

Sales experience

Marketing experience

Business development

Interpersonal skills

Self-motivated

Education

4-year degree

Job description

Are you ready to embark on an entrepreneurial journey where you can be in business for yourself, but not by yourself? Our Upstate, SC financial advisory firm is seeking new financial advisors to join our growing and highly productive practice. We specialize in recruiting "career changers"—professionals who have excelled in one industry and are eager to leverage their skills in a new, rewarding field. With the full support of Northwestern Mutual and our robust training and development program, no previous financial advising experience is necessary.

The ideal candidate for this role is someone with a background in sales, marketing, or business development. If you're self-motivated, have great interpersonal and communication skills, and a track record of personal success, we want to hear from you! We value individuals who love professional independence, maintain a high standard of ethics, and have a real interest in business, finance, or entrepreneurial ventures. Plus, we appreciate the unique skills and experiences that former athletes and military veterans bring, such as discipline, leadership, and teamwork. Take charge of your future with us, and enjoy access to top-notch resources and a supportive network that sets you up for success.

Becoming a Financial Advisor

Our award-winning training equips you with the knowledge, 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 support your financial expertise, including but not limited to:

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

Build

Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

Educate

Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

Influence/Purpose

Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

Own

Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

You could be right for this opportunity if you have:

• 4-year degree; or equivalent professional work experience
• Experience building meaningful relationships
• Interpersonal skills for success in client-facing roles
• Desire for continuous learning and collaboration
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship
• Performance-based earnings and revenue1:

1. Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
2. 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 contractors3 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.

• Top 5 US Independent Broker-Dealers4
• Unsurpassed financial strength with total company assets of $366 billion5
• Recognized for6 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)

1No 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

2Certified 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.

3Northwestern 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.

4Ranking 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.

5Among 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.

6To 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