Financial Services Professional

Northwestern Mutual; Charlotte (NC); On-site; USD 120,000 - 350,000; Full time

Benefits offered by this job

Uncapped earnings

Bonuses

Renewal income

Expense allowances

Pension package

Parental benefits

CFP certification support

Job summary

Northwestern Mutual in Charlotte offers an entrepreneurial path to build your own client base with the backing of a Fortune 100 firm. You’ll receive industry-leading training and assistance to obtain Life, A&H, SIE, and Series licenses, plus guidance on investments, retirement, estate planning, and wealth management.

You can develop tailored financial plans, establish lasting client relationships, and operate your own practice while enjoying a comprehensive compensation model with renewal

Qualifications

• Entrepreneurial drive and desire to build a business.
• Strong communication and relationship-building skills.
• Passion for helping clients achieve financial goals.
• Self-discipline, resilience and accountability.
• Commitment to continuous learning and growth.

Responsibilities

• Build and grow your own client base through networking, referrals, and relationships.
• Develop comprehensive financial plans tailored to each client's needs.
• Provide guidance on investments, insurance, retirement planning, and wealth management.
• Help clients navigate major life events with proactive financial advice.
• Maintain long-term client relationships with reviews and strategy updates.
• Operate your business with support from an established Fortune 100 company.

Skills

Entrepreneurial ambition

Strong communication

Relationship-building

Self-discipline

Professional growth

Education

Life, Accident & Health Insurance License

SIE (Securities Industry Essentials)

Series 6, Series 7, Series 63 Licenses

Job description

Financial Services – Northwestern Mutual Charlotte Build a Business. Make an Impact. Create Your Future.

What You'll Do

• Build and grow your own client base through networking, referrals, and relationship-building
• Develop comprehensive financial plans tailored to each client's unique needs and goals
• Provide guidance on investments, insurance, retirement planning, education funding, and wealth management
• Help clients navigate major life events with proactive financial advice
• Maintain long-term client relationships through ongoing reviews and strategy adjustments
• Operate your business with the support of an established Fortune 100 company

Training & Development

Northwestern Mutual is committed to helping you succeed through industry-leading training, mentorship, and professional development programs.

You will receive support in:

• Investment & Advisory Services
• Asset and Income Protection
• Retirement Planning
• Estate and Trust Services
• Business Needs Analysis
• Education Funding Strategies

Additionally, you'll receive assistance in obtaining industry licenses and certifications, including:

• Life, Accident & Health Insurance License
• Securities Industry Essentials (SIE)
• Series 6, Series 7, and Series 63 Licenses

All eligible training materials and licensing expenses are covered through our reimbursement and pre-payment programs.

Northwestern Mutual offers one of the most rewarding entrepreneurial compensation models in the financial services industry.

• Top 25% of advisors earn $250,000+
• Top performers earn $350,000+
• Uncapped earning potential
• Performance-based bonuses
• Renewal and recurring income opportunities
• Business expense allowances
• Fully funded pension and retirement package
• Parental and family-planning benefits
• Support toward earning the Certified Financial Planner™ (CFP®) designation

At Northwestern Mutual, there is no single path to success. Whether you aspire to:

• Build an independent practice
• Join and grow within an established team
• Lead and develop other advisors
• Open and operate your own office

You’ll have the flexibility and support to build the business and lifestyle you envision.

Qualifications

We're looking for motivated individuals who possess:

• Entrepreneurial ambition and a desire to build a business
• Strong communication and relationship-building skills
• A passion for helping others achieve their goals
• Self-discipline, resilience, and accountability
• A commitment to continuous learning and professional growth

Why Northwestern Mutual?

For more than 165 years, Northwestern Mutual has helped clients achieve financial security through comprehensive planning and trusted guidance. Our advisors are backed by world‑class resources, innovative planning tools, and a culture focused on growth, integrity, and long‑term success.

If you're looking for an opportunity to control your income, build a meaningful career, and make a lasting impact in the lives of others, we'd love to meet you.