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Northwestern Mutual

Financial Advisors - Career Changers encouraged to apply! Paid Training

Career Insights for Financial Planner / Investment Consultant

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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.

$120,463 / year median in Massachusetts

+4% projected growth

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Job Description

Financial Advisors - Career Changers encouraged to apply! Paid Training Northwestern Mutual Middleton, MA Job Details Full-time $97,000 - $132,000 a year 5 hours ago Benefits Paid training Health savings account Health insurance Dental insurance Financial planning services Pension plan Parental leave Vision insurance Professional development assistance Flexible schedule Life insurance Referral program Retirement plan Qualifications Financial sales Investment management advisory services Bachelor of Science Professional ethics Mid-level Estate planning advisory services Business development experience Entrepreneurship Financial planning for education Investment client management Business development within finance Insurance planning Business planning Leadership Bachelor of Arts Estate planning Retirement planning advisory services Communication skills Under 1 year Specialization in financial literacy instruction Full Job Description Job Summary Job description: Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way. Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially. Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance. The advisor career with Northwestern Mutual allows one the opportunity to: Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term. Maintain autonomy and flexibility to build their own practice while receiving support from our firm's exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself! Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes: Uncapped Income Potential Flexibility of your schedule - you determine your own calendar Leadership Opportunities Sponsorship of Licensing/Credentialing Robust development bonuses to aid as you launch your business Comprehensive Medical, Dental and Vision Coverage Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL
Northwestern Mutual has been helping families and businesses achieve financial security for 165 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.
Recent Awards and Accolades:
FORTUNE® 500
Rank:
No. 112 One of the "World's Most Admired" life insurance companies (FORTUNE® Magazine, 2024) Best Places to Work Highest Rated CEO's 50 Best Companies for Diversity 50 Best Companies to Sell For Top 125 Training Program Unsurpassed Financial Strength Rating among US Life Insurance Companies TOP 5
Independent Broker Dealer Job Type:
Full-time Average Advisor Income in Firm - Year 5: $1,454,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Health savings account Life insurance Parental leave Professional development assistance Referral program Retirement plan Vision insurance Compensation package: Bonus opportunities Commission pay Weekly schedule: Choose your own hours Monday to Friday Work setting:
Hybrid Office Job Type:
Full-time Benefits:
Dental insurance Health insurance Retirement plan Vision insurance
Education:
Bachelor's (Required)
Work Location:
In person
Pay:
$97,000.00 - $132,000.00 per year
Benefits:
Dental insurance Financial planning services Flexible schedule Health insurance Health savings account Life insurance Paid training Professional development assistance Retirement plan Vision insurance
Work Location:
Hybrid remote in Middleton, MA 01949