Financial Advisor | Licensing & Training Provided
Northwestern Mutual
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Job Description
Job description:
About the Company:
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and 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. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Why join Northwestern Mutual - Center City:
- Fortune 500 company (2025)
- Forbes' Best Employers for Diversity (2018-2023)
- Top 10 US Independent Broker-Dealers
- #1 Among Life Insurers Most Admired Companies for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2023)
- $335 billion (retail investment client assets held or managed)
About the Role: Key Responsibilities of a Financial Advisor.
Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans, including investments, insurance, and retirement strategies.
- Insurance Solutions: Recommend and implement strategies to protect clients' assets and income.
- Ongoing Support: Monitor and update clients’ financial plans as needed to adapt to changing circumstances.
- Networking: Build and maintain a client network through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Required Skills:
- Strong interpersonal and communication skills
- Analytical thinking
- The ability to build trust and rapport with clients
Preferred Skills:
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Pay range and compensation package:
- Compensation and commission structure to support early development.
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Financial Planning
Equal Opportunity Statement: We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
Work Location: Hybrid remote in Philadelphia, PA 19119
About The Company
Northwestern Mutual
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money. In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 4.5 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 is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines
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