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Financial Advisor

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Evansville, IN, USA
Posted on Thursday, May 23, 2024

As a Financial Advisor/Wealth Management Advisor at Northwestern Mutual-Evansville you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives as they change over time.

You will work with clients by creating financial plans built on their unique needs and visions. And through industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve, while growing their assets for the future.

Choose a Career That Lets You Live Life Differently

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has proven track record of financial success.

By joining our team, you’ll have access to:

  • Sponsorship for Life and Health licensure, SIE, Series 63, 7 and CFP.
  • Unique opportunity to pursue leadership and specialized roles.
  • An award-winning training program to help you get started.
  • Personalized coaching, assistance with market development, and administrative support.

Responsibilities of a Financial Advisor

  • Identify potential clients with marketing and branding resources provided by Northwestern.
  • Scheduling appointments and meeting with potential clients
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Make product recommendations to help your clients meet their financial goals
  • Provide ongoing support and service for your clients
  • Managing and updating client portfolios.
  • Answering client questions about financial plans, strategies and giving financial advice.

Qualifications

  • Bachelor's Degree
  • Strong interpersonal, verbal, and written communication skills
  • Ability to work independently
  • A self-starter and someone who possesses grit, determination and who is motivated
  • A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients

Benefits

Beyond our attractive total compensation package for building and sustaining a vibrant, healthy, and strong financial practice; you’ll have access to a comprehensive benefits package:

  • Comprehensive medical coverage.
  • Two pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Reimbursement for licensing and ongoing education
  • A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
  • Full financial support for professional designations and certifications for both your personal and professional business growth.
  • Our financial advisors are compensated through commissions, bonuses, repeat business, client retention and stipends.

A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but this opening does have a base salary from $45,000-$60,000. It allows you to be financially secure while starting your business and then control what you would want to earn at any given time in your career.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

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We want people with different backgrounds and work experience, including but not limited to financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a bachelor’s degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services.

Recent Awards and Accolades:

-FORTUNE® 90 (FORTUNE® 500, 2021)

-One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2017)

-Best Places to Work #67 (Glassdoor, 2018)

-Highest Rated CEO's (Glassdoor, 2017)

-50 Best Companies for Diversity (Black Enterprise Magazine, 2016)

-50 Best Companies to Sell For (Selling Power Magazine, 2016)