Wealth & Financial Planning Advisor

Northwestern Mutual; Fishers (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Retirement Package

Pension Plan

Medical, Dental, Vision Insurance

Disability Income Insurance

Licensing support (SIE, Series 6, 63,

CFP® sponsorship

Job summary

Northwestern Mutual in Fishers, IN invites you to join our Financial Representatives team. Help clients live more and worry less through personalized financial planning, leveraging award-winning training, mentors, and a broad product set.

You’ll build a client base, educate clients about planning options, and influence decisions with trusted guidance. The role rewards hard work with licensing support, commissions, renewable income, and a retirement package.

Qualifications

• 4-year degree; or equivalent professional work experience.
• History of success in sales, athletics, military, client services, or client-facing roles.
• Desire for continuous learning.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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.

Skills

Sales experience

Client relationships

Communication skills

Willingness to learn

Education

Bachelor's degree or equivalent

Job description

Northwestern Mutual in Fishers, IN invites you to join our Financial Representatives team. Help clients live more and worry less through personalized financial planning, leveraging award-winning training, mentors, and a broad product set.

You’ll build a client base, educate clients about planning options, and influence decisions with trusted guidance. The role rewards hard work with licensing support, commissions, renewable income, and a retirement package.