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- Tasks: Help clients achieve financial goals through personalised planning and relationship building.
- Company: Join Northwestern Mutual, a leader in financial planning with award-winning training programs.
- Benefits: Enjoy performance-based earnings, comprehensive health plans, and support for licensing and education.
- Why this job: Shape your career as an entrepreneur with uncapped earning potential and a positive community impact.
- Qualifications: Bachelor’s degree, strong communication skills, and a desire for continuous learning required.
- Other info: Become an independent contractor with flexible work hours and a supportive network.
The predicted salary is between 49000 - 195000 £ per year.
Overview Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: 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 Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, Licensing & Designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Qualifications You could be right for this opportunity if you have: Bachelor’s degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Posted Salary Range USD $61,000.00 – USD $250,000.00 /Yr. #J-18808-Ljbffr
Financial Advisor employer: Northwestern Mutual
Contact Detail:
Northwestern Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within your community and online to build relationships that could lead to potential clients. Attend local events, join professional groups, and leverage social media platforms like LinkedIn to connect with individuals who may benefit from your financial services.
✨Tip Number 2
Familiarise yourself with the financial planning tools and software used by Northwestern Mutual. Understanding their proprietary planning software will not only enhance your skills but also demonstrate your commitment to providing top-notch service to clients during interviews.
✨Tip Number 3
Consider obtaining relevant certifications or licenses ahead of time, such as the Securities Industry Essentials (SIE) or Life/Accident & Health Certifications. This proactive approach shows your dedication to the role and can set you apart from other candidates.
✨Tip Number 4
Prepare for interviews by researching common challenges faced by financial advisors and think about how you would address them. Being able to discuss real-world scenarios and solutions will showcase your critical thinking skills and readiness for the role.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications of a Financial Advisor at Northwestern Mutual. Tailor your application to highlight how your skills and experiences align with their expectations.
Craft a Compelling CV: Your CV should reflect your entrepreneurial spirit and any relevant experience in client-facing roles. Emphasise your relationship-building skills and any achievements that demonstrate your ability to succeed in a performance-based environment.
Write a Strong Cover Letter: In your cover letter, express your motivation for becoming a Financial Advisor and your desire for continuous learning. Mention specific aspects of Northwestern Mutual's training programs that excite you and how they align with your career goals.
Highlight Relevant Qualifications: Make sure to mention your educational background, particularly your Bachelor’s degree, and any relevant certifications or licenses you may have. If you are in the process of obtaining your financial licenses, include that information as well to show your commitment to the role.
How to prepare for a job interview at Northwestern Mutual
✨Understand the Role
Make sure you have a solid grasp of what being a Financial Advisor entails. Familiarise yourself with the responsibilities, such as client acquisition and financial planning, so you can discuss how your skills align with these tasks.
✨Showcase Your Relationship-Building Skills
Since this role heavily relies on building relationships, prepare examples from your past experiences where you've successfully developed client relationships or networks. Highlight your communication skills and ability to connect with people.
✨Demonstrate Entrepreneurial Spirit
As a Financial Advisor, you'll be running your own business. Share your entrepreneurial ambitions and any relevant experiences that showcase your initiative, motivation, and drive to succeed in a self-directed environment.
✨Prepare for Licensing Questions
Be ready to discuss the licensing requirements for the role, such as the Life/Accident & Health Certifications and Securities Industry Essentials. Showing that you understand these requirements indicates your commitment to the profession.
