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Northwestern Mutual

Financial Advisor - Career Changers Encouraged & Training Provided

Career Insights for Financial Planner / Investment Consultant

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Based on Oregon data

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$105,138 / year median in Oregon

+0% projected growth

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Job Description

YOUR CAREER WITH NORTHWESTERN MUTUAL
At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Advisors are seasoned professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with their clients. With Northwestern Mutual, you will be in the driver's seat. You will empower people to plan their financial future while creating unlimited income potential for yourself. Join the
Best:
#1 Growth Office in the company nationwide for new advisor and career Advisor growth and development
THE OPPORTUNITY
Develop Comprehensive Solutions:
Understand clients' goals to create comprehensive financial plans, including retirement, insurance, investments, estate planning, and more, while enhancing their financial literacy for long-term security.
Build Your Practice:
Enjoy autonomy and flexibility in establishing your own business within a successful framework of support including network of specialists, paid training, and mentoring. You're in business for yourself, but not by yourself.
Impact Lives:
Achieve personal satisfaction through meaningful client relationships that emphasize integrity, while offering personalized solutions to protect and grow assets.
Grow Sustainably:
Establish a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships.
Leverage Expertise:
Utilize Northwestern Mutual's products and market insights, backed by a strong team, to address individual client needs effectively.
DESIRED SKILLS & EXPERIENCE
  • College educated, Bachelor's degree required
  • Accomplished communicator with strong verbal and written skills
  • Prior sales and/or business development experience preferred
  • Self-starter mindset preferred We are actively seeking candidates with different backgrounds and work experiences, including but not limited to:
Sales:
B2B/B2C or Inside/Outside Sales
  • Executive leadership
  • Community Influencers
  • Financial Management, insurance and financial services
  • Former athletes
  • Military background
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
  • Nationally ranked training programs to launch your career
  • Mentorship and professional development training throughout your entire career
  • Development stipends and expense allowance
  • Sponsorship of Licensing/Credentialing (SIE/Series 6/Series 63, Life & Health Ins)
  • Leadership opportunities
  • Leading industry products and solutions built on an integrated technology platform
  • Full health benefits, group disability, retirement plans and an equity stake
  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards
  • A rewarding career, with extraordinary income potential and a variable compensation model including recognition and bonuses, where hard work directly relates to your sales results https://www.
northwesternmutual.com/office/or/portland/87822542
Job Type:
Full-time Compensation package: Income Potential Year 1: $80,000
  • $200,000
  • Bonus opportunities
  • Commission pay
  • Uncapped commission
Benefits:
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Group Life and Disability income insurance
  • Parental leave
  • Retirement plan
  • Professional development assistance
Education:
  • Bachelor's (Required)
Experience:
    Sales/Leadership:
    5 years Ability to Commute & Relocate prior to starting work (Required):
    • Portland, OR 97201
    • Lake Oswego, OR 97035
    • Vancouver, WA 98660
    Work Location:
    In person
    Job Type:
    Full-time Pay:
    $80,000.00
    • $200,000.
    00 per year
    Benefits:
    401(k) matching Dental insurance Health insurance Life insurance Paid training Parental leave Professional development assistance Retirement plan Vision insurance Application Question(s): How would you feel about a results-driven compensation model designed to support professionals as they get started while creating significant long-term earning potential through multiple revenue streams.
    Education:
    Bachelor's (Preferred)
    Work Location:
    In person

    Benefits

    • 401(k) Plans
    • Professional Development
    • Other Retirement and Savings
    • Bonuses/Stipends