Financial Strategist

Northwestern Mutual; Milwaukee (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Life insurance

Disability insurance

Parental benefits

Pension plan

Job summary

Northwestern Mutual is seeking individuals to start and grow their own financial planning practice in Milwaukee, offering a path to build a client base and deliver personalized financial plans.

With award-winning training and a strong support system, you can develop a thriving advisory business focused on planning, investments, estate and retirement needs, while benefiting from performance-based earnings and comprehensive company resources.

Qualifications

• Entrepreneurial ambitions to build and own a financial planning practice.
• Strong ability to grow relationships and network.
• Commitment to ongoing learning and collaboration.
• Proven drive, motivation, and self-starting attitude.

Responsibilities

• Grow your client base by connecting with new prospects and referrals.
• Build personalized, holistic financial plans tailored to client needs.
• Manage client financial plans to help reach goals and retain assets.
• Grow relationships to support clients through life events.
• Participate in training programs to develop practice-building skills.

Skills

Entrepreneurial mindset

Relationship-building

Continuous learning

Critical thinking

Motivation and drive

Job description

Northwestern Mutual offers a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

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

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

• Performance-based earnings and revenue1:
• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company 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 7, 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

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• 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
• 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)
• 2024 Training APEX Award winner
• Almost 170 years of comprehensive and innovative financial planning