Financial Consultant
: Job Details :

Overview Joining Northwestern Mutual as a Financial Consultant presents a unique opportunity to establish your own business while assisting clients in achieving their financial aspirations through comprehensive planning. Initially starting as a Financial Representative, your focus will be on cultivating client connections and acquiring necessary licenses. Our renowned training programs provide the education, skills, and strategies essential for building a successful financial planning practice. This includes:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Utilizing Northwestern Mutual's cutting-edge planning software, you'll be able to educate clients effectively and create holistic financial plans that integrate investment growth, insurance protection, and guaranteed retirement income. Embrace the entrepreneurial spirit by crafting a work schedule that fits your lifestyle, while enjoying the potential for unlimited earnings based on performance.

Responsibilities As a Financial Consultant, your key responsibilities will include:

• Expanding your client base through networking, referrals, and offering exceptional client experiences
• Developing personalized financial plans that cater to the distinct needs of each client
• Overseeing client financial plans to facilitate the achievement of their goals
• Nurturing long-lasting client relationships to guide them through all life stages

Training, Licensing & Designations Northwestern Mutual prides itself on having one of the best-trained sales forces in the industry. Your development is our priority, commencing with our award-winning program tailored for your first three years. You'll receive insights from industry experts, learn effective client acquisition techniques, and gain access to a vast network of experienced financial advisors.

To begin your journey as a Financial Consultant, you will need to obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6, 7, and 63. Northwestern Mutual will assist with pre-payment and reimbursement of course tuition fees and materials.

Compensation & Benefits Your compensation structure is based on performance, allowing for robust earning potential:

• Average annual earnings of $61K-$119K (based on company data from 2018-2023 for representatives in their first three years)
• Top 25% advisor annual earnings of $137K-$250K

Additional income support during your training phase, ongoing renewal income for client support, bonus opportunities, and expense allowances are available. We also offer support for obtaining relevant insurance licenses and Certified Financial Planner® certification, alongside a fully company-funded retirement package with pension plan and comprehensive health benefits.

Qualifications Consider applying if you have:

• A Bachelor's degree
• Entrepreneurial ambitions to run your own business
• A successful track record in relationship building or client-facing roles
• Outstanding time-management abilities
• A desire for continuous learning and teamwork
• Strong critical thinking skills
• Excellent communication skills
• A high level of motivation and drive
• Legal authorization to work in the U.S. without sponsorship

Your role as a Financial Consultant is that of a valued partner and independent contractor, fostering your business while contributing positively to the community.

Northwestern Mutual is headquartered in Milwaukee, WI.