More jobs:
Financial Advisor
Job in
Beavercreek, Greene County, Ohio, USA
Listed on 2026-01-13
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Financial Advisor role at Northwestern Mutual
OverviewBecome 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 & TrainingNorthwestern 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)
- 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.
- 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.
- 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.
USD $61,000 – $250,000 per year.
Employment typeFull‑time
Seniority levelEntry level
Job functionFinance and Sales
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