Financial Representative - Licensing & Training Provided

Northwestern Mutual Group; Tulsa (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Northwestern Mutual is seeking motivated individuals to start a career in financial planning. You’ll learn to connect with people, build trusted relationships, and help clients reach their goals with comprehensive plans. The role offers mentoring, training, and performance-based earnings with bonuses and stipends.

It’s a path to a fulfilling, financially rewarding career with growth opportunities. A Bachelor’s degree is welcomed and support is provided to develop essential client advisory skills.

Qualifications

• You connect with people and build trusted relationships.
• You’re interested in financial planning and helping clients reach goals.
• You are driven, committed to succeeding, and eager to earn more.
• You want to live a balanced life personally and professionally.

Responsibilities

• Help clients develop and implement financial plans to reach goals.
• Provide ongoing guidance and support as clients progress.
• Partner with mentors to build expertise in financial services.

Skills

People skills

Financial planning interest

Motivated

Self-starter

Education

Bachelor's degree

Job description

Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider Northwestern Mutual.

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.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU:

The ability to positively impact someone other's life.

Personalized mentoring and award-winning training.

Backing by Northwestern Mutual, an industry leader with a proven track record of success.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

• You know how to connect with people, building personal, trusted relationships.
• Financial planning is interesting to you.
• You’re a driven person who’s committed to succeeding.
• You’re ready to earn more for your hard work.
• You're ready to live the life you want, both personally and professionally.

A CAREER WITH ENDLESS OPPORTUNITIES

This career is performance based but also 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 about $70,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

INCOME GROWTH OPPORTUNITY:

Compensation: Network Office Top Producers

• Top 10% Network Representative Gross Revenue $957,893
• Top 25% Network Representative Gross Revenue $634,777
• Average Network Representative Gross Revenue $233,126

Network Representatives with one to four years experience

• Top 10% Network Representative Gross Revenue $276,215
• Top 25% Network Representative Gross Revenue $182,409
• Average Network Representative Gross Revenue $81,773

Beyond income, you'll also have access to a comprehensive benefits package:

• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Reimbursement for licensing and ongoing education

We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

Qualifications: All Majors welcome to apply/Bachelor's Degree.

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.