Job description

FINANCIAL PLANNING SALES – ADVISOR TRAINING PROGRAM

LOCAL candidates only! Finance or sales experience not necessary but drive and a desire to help others are required.

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.

Our successful team is committed to service and impact. Our culture is focused on camaraderie, mentorship, training, and leadership, with the gift of high expectations.

We are in business for ourselves, but not by ourselves. We get to manage our income, our schedule, and who we work with. Very few of us came from a finance background!

Our top-notch training, mentoring, and coaching will set you up for success. You bring the work ethic and values, and we will teach the rest.

By joining our team, you’ll have access to:

• $25,000 in training stipends in your first year to help you launch your practice
• Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP
• Unique opportunity to pursue leadership and specialized roles
• Personalized coaching and development

Benefits

• Comprehensive medical coverage
• Two company-funded retirement plans (pension plan and 401(k))
• Sponsorship of licensing and designations
• Personalized mentorship from top-performing advisors
• Group life and disability income insurance
• Professional development training throughout your entire career
• A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards
• Full financial support for professional designations and certifications for your personal and professional business growth
• Our financial advisors are compensated through commissions, bonuses, repeat business, client retention, and stipends

Responsibilities

• Identify potential clients with marketing and branding resources provided by Northwestern Mutual
• Scheduling appointments and meeting with potential clients
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
• Make product recommendations to help your clients meet their financial goals
• Provide ongoing support and service for your clients
• Managing and updating client portfolios
• Answering client questions about financial plans and strategies and giving financial advice.

Qualifications

• Bachelor's Degree
• Strong interpersonal, verbal, and written communication skills
• Ability to work independently
• A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients
• Desire to be in a client facing role open to networking and sales
• Must complete a clear background check

This career is primarily commission based but includes stipends and earning opportunities during training to help you get started. To give you an idea, our Financial Representatives are making on average about $98,000 in their first year (more tenured Advisors have higher averages), 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.

COMPENSATION

Average vs Top 25%

Year 1 | $52,000 - $106,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

Job Type: Full-time

Pay: $52,000.00 - $106,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Elm Grove, WI 53122: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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