Northwestern Mutual logo

Financial Representative (Training Provided!)

Northwestern Mutual
  • Wellesley, MA
  • $100,000–$120,000 Per Year
Today

Job Description

Job Description

Becoming a financial advisor at Northwestern Mutual Wellesley is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:

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· Grow your client base by making new connections, maintaining a strong referral network, and

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providing a great client experience

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· Build personalized, holistic financial plans tailored to every client’s unique needs

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· Manage your client’s financial plans to help them achieve their goals

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· Grow relationships with clients to support them through every stage of life

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Training and Development

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Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

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Compensation & Benefits

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· Performance-based earnings and revenue

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· Additional income structure to support training and early development

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· Support for insurance licensing, Securities Industry Essentials®, Series 6 or 7, SIE, Series 63, and more

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· Fully company-funded retirement package and pension plan

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You could be right for this opportunity if you have:

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· Entrepreneurial ambitions to be a business owner

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· History of success in relationship-building or client-facing roles

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· Desire for continuous learning and collaboration

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· Strong communicator

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· Strong sense of motivation and drive

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· Legal authorization to work in the US without sponsorship

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Why join Northwestern Mutual:

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· Top 5 US Independent Broker-Dealers

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· Unsurpassed financial strength with total company assets of $366 billion

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· Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management

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· Fortune 500® company (June 2024)

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· Forbes’ Best Employers for Diversity (2023)

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· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)

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· 2024 Training APEX Award winner

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Job Type: Full-time

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Pay: $100,000.00 - $120,000.00 per year

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Benefits:

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  • Dental insurance
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  • Health insurance
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  • Retirement plan
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  • Vision insurance
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Compensation Package:

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  • 1099 contract
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  • Bonus opportunities
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  • Commission pay
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Education:

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  • Bachelor's (Required)
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Ability to Commute:

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  • Wellesley, MA 02481 (Required)
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Work Location: In person

Numbers & Facts

LocationWellesley, MA
IndustryFinancial Services
Salary$100,000–$120,000 Per Year
Company Size5,000 to 9,999 employees
Year Founded1857
Websitehttps://www.northwesternmutual.com/

About Company

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Skills

  • Campaignsunmatched
  • Career Developmentunmatched
  • Communication Skillsunmatched
  • Compensation and Benefitsunmatched
  • Customer Acquisitionunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Dental Insuranceunmatched
  • Diversityunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Fortune 500 Customersunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Licensingunmatched
  • QoS (Quality of Service)unmatched
  • Quality Managementunmatched
  • Retirement Planunmatched
  • Sales Managementunmatched
  • Securitiesunmatched
  • Series 6unmatched
  • Series 63unmatched
  • Training/Teachingunmatched
  • Vision Planunmatched

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