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Financial Advisor (May 2024 Grads)

Northwestern Mutual

Northwestern Mutual

This job is no longer accepting applications

See open jobs at Northwestern Mutual.
Accounting & Finance
Wellesley Hills, Wellesley, MA, USA
Posted on Tuesday, January 30, 2024

Financial Representatives at Tri-Harbor Financial Group of Northwestern Mutual, Wellesley, MA help their clients live more and worry less through our personalized approach to financial planning. Our program gives recent college grads the opportunity to begin building a financial planning practice while employing local and nationwide experts, exclusive financial products and the support of a Fortune 100 Company. You will have the opportunity to bulid your confidence, develop a professional network and change people's lives by helping them achieve financial freedom. Here, hard work pays off!

The Opportunity:

• Build your client base through prospecting and networking

• Call on potential clients and set meetings to understand their financial goals

• Prepare plans and offer useful recommendations

• Gain exposure to planning software platforms

• Get licensed with your Life, Accident, and Health insurance license

• Participate in weekly coaching, training, and development meetings

• Fast track to the Financial Advisor Role

• Obtain support for registrations and certifications such as the Series 6 & 63 or CFP.

In this program, you will get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program.

Are you a fit for this program?

• Recent College Grad (May 2024 graduates)

• Entrepreneurial and curiosity for sales

• Highly involved on campus (leader, campus orgs, student government, etc)

• Excellent time-management skills

• Interest in financial literacy and planning tools

• Business savvy

Compensation & Benefits

• Commissions

• Development Stipends

• Productivity Bonuses

• Support for insurance licensing (life, health, DI, LTC)

• Support for SIE, Series 6, Series 63 registrations (eligibility required)

WHO WE ARE:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

  • Fortune 500 company (2023)
  • Forbes’ Best Employers for Diversity (2018-2021)
  • Top 10 US Independent Broker-Dealers2
  • #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
  • $257 billion retail investment client assets held or managed by Northwestern Mutual 4

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.

3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

4 Combined client assets of NMIS and NMWMC as of June 30,2023

  • https://www.northwesternmutual.com/office/ma/wellesley/87799140/

This job is no longer accepting applications

See open jobs at Northwestern Mutual.