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For Companies At a Glance
- Tasks: Help clients achieve financial goals through personalised planning and relationship building.
- Company: Join Northwestern Mutual, a leader in financial planning and client success.
- Benefits: Enjoy performance-based earnings, comprehensive health plans, and support for your professional growth.
- Why this job: Shape your own business, enjoy uncapped earnings, and make a real impact in your community.
- Qualifications: Bachelor’s degree, strong communication skills, and a drive for continuous learning required.
- Other info: Receive extensive training and support to kickstart your career as a financial advisor.
The predicted salary is between 49000 - 195000 £ per year.
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.
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 like a pro! Attend local financial seminars, workshops, and networking events to meet potential clients and other professionals in the industry. Building relationships early on can give you a head start in client acquisition.
✨Tip Number 2
Familiarise yourself with the required licenses and certifications. Start studying for the Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 exams as soon as possible. This will show your commitment and readiness to potential employers.
✨Tip Number 3
Leverage social media to showcase your expertise. Share insights on financial planning, investment strategies, and market trends. This not only builds your personal brand but also attracts potential clients who are looking for knowledgeable advisors.
✨Tip Number 4
Consider finding a mentor within the financial advisory field. Having someone experienced to guide you through the initial stages of your career can provide invaluable insights and help you avoid common pitfalls.
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 appeal to you and how they align with your career goals.
Highlight Relevant Qualifications: Make sure to mention your educational background, especially if you have a Bachelor’s degree. If you have any certifications or licenses related to financial advising, include those as well. This will show your commitment to the profession and readiness to meet licensing requirements.
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-building 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 connections or maintained strong networks. This will demonstrate your suitability for the position.
✨Prepare for Licensing Questions
Be ready to discuss the licensing requirements, such as the Life/Accident & Health Certifications and Securities Industry Essentials. Showing that you understand the importance of these qualifications will reflect your commitment to the profession.
✨Express Your Entrepreneurial Spirit
As the role involves becoming a business owner, convey your entrepreneurial ambitions and how you plan to shape your practice. Discuss any previous experiences that highlight your initiative and drive to succeed in a self-directed environment.
