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Financial Advisor

Job in Beavercreek, Greene County, Ohio, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 61000 - 250000 USD Yearly USD 61000.00 250000.00 YEAR
Job Description & How to Apply Below

Financial Advisor role at Northwestern Mutual

Overview

Become a client‑focused financial advisor building a business around comprehensive financial planning. You begin as a representative focused on client building and obtaining required licenses.

Education & Training

Northwestern Mutual provides a comprehensive curriculum, access to a national network of experienced advisors, and pre‑payment of course tuition for the following licenses:

  • Life/Accident & Health certifications
  • Securities Industry Essentials (SIE)
  • Series 6, Series 7, and Series 63
  • Certified Financial Planner® support (optional)
Responsibilities
  • Grow your client base by developing new connections, maintaining a strong referral network, and delivering a superior client experience.
  • Build personalized, holistic financial plans tailored to each client’s unique needs.
  • Manage client plans to help achieve financial goals.
  • Cultivate long‑term client relationships through all life stages.
Qualifications
  • Bachelor’s degree.
  • Entrepreneurial mindset and ambition to own and grow a practice.
  • Experience in relationship‑building or client‑facing roles.
  • Excellent time‑management and critical‑thinking skills.
  • Strong communication and drive.
  • Legal authorization to work in the U.S. without sponsorship.
Compensation & Benefits
  • Performance‑based earnings:
    • Average advisor: $61 000–$119 000 (first 3 years)
    • Top 25% advisor: $137 000–$250 000 (first 3 years)
  • Renewal income for continued client support and policy management.
  • Bonus programs and expense allowances.
  • Support for insurance licensing and securities education.
  • Company‑funded retirement package and pension plan.
  • Comprehensive medical, vision, and dental plans.
  • Life and disability insurance.
  • Parental benefits.
Salary Range

USD $61,000 – $250,000 per year.

Employment type

Full‑time

Seniority level

Entry level

Job function

Finance and Sales

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