Entry Level Financial Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance

USD 50k-80k / year

Posted 6+ months ago

What is the program?

  • 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 including insurance, investments, education planning, retirement planning
  • Grow relationships with clients to support them through every stage of life
  • Study for and obtain your state insurance licenses, while also preparing for investment licenses (Series 6, 63 & 7). Paid for by us!
  • Get exposure to tools, resources and training that can help you discover and develop market opportunities that could lead to a successful practice helping clients plan for their financial future.

What sets this opportunity apart?

  • One-on-one mentorship for practical guidance in your career advancement
  • Development of networking and business relationship skills
  • Flexible work schedule correlated with the entrepreneurial role
  • Gaining real-world experience through the same training, development, and coaching structures provided to career Financial Representatives.
  • Start building your business by helping clients develop and execute financial plans specific to their goals and expectations.

Who are we looking for?

  • Outstanding interpersonal and communication skills
  • Exceptional work ethic and determination to achieve goals
  • A history of demonstrated personal success in leadership, competition, and life

This career is ideal for someone who has the below characteristics:

  • Achievement-Oriented - Enjoys taking on challenges
  • People-Oriented - Enjoys interacting with people and working on group projects
  • Entreprenurial – interesting in starting their own business with a good work ethic
  • Have a strong natural market or strong relationships in the Greater Pittsburgh area

Responsibilities:

Financial Advisors strive to understand their client’s goals and visions in order to provide financial solutions that put them on a path to success. Financial Advisors are in business for themselves- but they are not alone. Advisors work very closely with leaders and mentors in the company to learn business best practices for their client experiences, planning, and overall professional coaching.

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 162 years. Through a distinctive, holistic planning approach including both insurance and investments, we empower people to be financially confident and independent.

We provide personal financial services for individuals, families, and businesses dealing with investment and financial needs focusing on holistic planning. We do this through Wealth management, insurance and investment planning, retirement planning, estate planning, business planning, education funding, long term care insurance.

Together with our clients, we’re working to enrich lives, strengthen businesses and build a brighter future.

  • – We are among FORTUNE's 2024 World's Most Admired Companies. #1 among life insurers for "Financial Soundness," Quality of Products/Services," and "Use of Corporate Assets."
  • We have unsurpassed financial strength with total company assets of $335 billion.
  • We rank among the Top 10 U.S. independent broker-dealers as measured by total revenues by leading investment publications.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Parental leave
  • Retirement plan
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pays

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Education:

  • Bachelor's (Required)