Wealth Management (Training Provided)

Northwestern Mutual; Elgin (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

License sponsorship

Retirement plan

Health insurance

Bonuses & expense allowances

Licensing support (SIE, Series 6/63,CF

Pension plan

Job summary

Northwestern Mutual seeks ambitious individuals to build a client base by growing relationships and providing tailored financial solutions. You will access unmatched training, mentors, and NM products to foster client trust and long-term planning success.

You will be supported through licensing sponsorship, ongoing education, and a commission-driven path with renewable income and various bonus programs, empowering you to own and expand your advisory practice.

Qualifications

• Bachelor's 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 a client base by growing relationships and understanding NM financial products.
• Educate clients using sponsored licensing and ongoing development resources.
• Influence clients with expert recommendations to drive action.
• Own development and management of the business, reviewing and maintaining client financial plans.

Skills

Sales experience

Client-facing experience

Desire for continuous learning

Education

Bachelor's degree

Job description

At Northwestern Mutual, we help people live more and worry less through our personalized approach to financial planning. As a business owner, you will build your clientele and find financial solutions for them with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, 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 help in your financial expertise, including but not limited to:

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

• 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.
• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Planning

You could be right for this opportunity if you have:

• 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

About Us

For over 160 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored 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 Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

• #90, Fortune 100 company (2021)
• Forbes' Best Employers for Diversity (2018-2020)
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• $224 billion3 (retail investment client assets held or managed)

1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2 To 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

3 Combined client assets of NMIS and NMWMC as of June 30, 2021

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.