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Senior Advisor - Partner Track
Northwestern Mutual
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Senior Advisor - Partner Track" This is CNY.USD 100k-250k / year + Equity
Posted on Jul 2, 2025
Opportunity to build a planning practice that changes lives and leaves a legacy.
Northwestern Mutual – Lexington is actively seeking an experienced, credentialed financial professional to join our high-performing office with the potential to become an equity partner on one of our teams. This team is currently ranked as one of the best at Northwestern Mutual. This is a unique opportunity for a driven advisor with a financial services background that desires to build a practice within a firm that values innovation, independence, integrity and long-term impact.
We are looking for a strategic thinker—someone who can confidently engage high-net-worth clients, provide sophisticated planning strategies in the areas of wealth protection, wealth accumulation, tax strategies, retirement optimization, legacy planning and charitable planning.
What You’ll Do
- Spend 1–2 hours/day proactively dialing and building your pipeline of qualified clients
- Deliver customized, holistic financial plans with a focus on retirement strategies, estate planning, tax efficiency, and asset movement
- Work independently while collaborating closely with our senior advisors and leadership team
- Serve as a thought partner on complex cases, including intergenerational wealth transfers, business exit strategies, and charitable giving
- Actively pursue a long-term equity stake in the firm
- Deliver tailored recommendations and next-step guidance directly to clients during planning meetings.
- Collaborate with internal team members to prepare and lead closing meetings that finalize financial strategies and build long-term client commitment.
Who You Are
- 5–7+ years of experience in financial services
- Credentialed (CFP®, JD, CPA, CFA®, MBA or similar strongly preferred)
- Entrepreneurial mindset with interest in business ownership and equity partnership
- Independent, disciplined, and proactive in driving client growth and strategy
- Confident communicator with the ability to build lasting client relationships
- Comfortable navigating complex planning scenarios and high-net-worth client needs
- Authorized to work in the U.S. without sponsorship
Why Northwestern Mutual
- Partner-track opportunity within a nationally respected firm
- Association with the highest rated financial services firm in the world
- Industry-leading training and mentorship from seasoned financial professionals
- Full support for obtaining and maintaining professional licenses and credentials
- Competitive, performance-based compensation structure with renewal income
- Full suite of benefits, including a pension plan, medical/dental/vision, and parental leave
- Access to exclusive planning tools, resources, and national support network
Job Type: Full-time
Pay: $100,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Profit sharing
- Work Location: In person
This job is no longer accepting applications
See open jobs at Northwestern Mutual.See open jobs similar to "Senior Advisor - Partner Track" This is CNY.