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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.
- Benefits: Enjoy uncapped earnings, comprehensive health plans, and support for licensing and education.
- Why this job: Shape your career as an entrepreneur while making a positive impact on clients' lives.
- Qualifications: Bachelor’s degree and a passion for client relationships and continuous learning required.
- Other info: Become an independent contractor with flexible work hours and a supportive community.
The predicted salary is between 50000 - 85000 £ 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. #J-18808-Ljbffr
Financial Advisor employer: UNAVAILABLE
Contact Detail:
UNAVAILABLE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within your community and industry. Attend local events, workshops, and seminars related to finance and entrepreneurship. This will help you build connections that could lead to potential clients or mentors who can guide you in your journey.
✨Tip Number 2
Familiarise yourself with the financial planning software used by Northwestern Mutual. Understanding how to use their proprietary tools will not only enhance your skills but also demonstrate your commitment to providing excellent service to clients.
✨Tip Number 3
Consider seeking out a mentor within the financial advisory field. Having someone experienced to guide you through the initial stages of client acquisition and business development can be invaluable as you start your career.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial industry. This knowledge will not only boost your confidence but also position you as a knowledgeable advisor who can provide valuable insights to your clients.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and qualifications of a Financial Advisor at Northwestern Mutual. This will help you tailor your application to highlight relevant experiences.
Craft a Tailored CV: Create a CV that emphasises your entrepreneurial spirit, relationship-building skills, and any relevant experience in client-facing roles. Use specific examples to demonstrate how you've successfully managed client relationships or achieved goals.
Write a Compelling Cover Letter: In your cover letter, express your motivation for becoming a Financial Advisor and how your background aligns with the company's values. Highlight your desire for continuous learning and collaboration, as well as your commitment to helping clients achieve their financial goals.
Proofread and Edit: Before submitting your application, carefully proofread your documents for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at UNAVAILABLE
✨Showcase Your Relationship-Building Skills
As a financial advisor, building strong relationships is key. Be prepared to share examples from your past experiences where you've successfully built rapport with clients or colleagues. This will demonstrate your ability to connect with clients and understand their unique needs.
✨Demonstrate Your Entrepreneurial Spirit
Since this role involves being a business owner, highlight any entrepreneurial experiences you have. Discuss how you've taken initiative in previous roles or projects, and how you plan to grow your practice in alignment with your long-term vision.
✨Prepare for Technical Questions
Familiarise yourself with the financial planning concepts mentioned in the job description, such as asset protection and retirement solutions. Being able to discuss these topics confidently will show that you're serious about the role and ready to help clients achieve their goals.
✨Express Your Commitment to Continuous Learning
Northwestern Mutual values ongoing training and development. Share your enthusiasm for learning and any relevant courses or certifications you’ve pursued. This will reflect your dedication to personal growth and your readiness to adapt in a dynamic industry.
