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Financial Planner - Entry Level - Hybrid

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Usi Insurance
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below

Northwestern Mutual provides a comprehensive financial planning experience. Founded in 1857 as primarily a life insurance company, Northwestern Mutual has grown to encompass so much more. Our Financial Advisors meet with clients and help them to achieve their financial goals through insurance but also through investments, retirement planning and education funding.

Financial Advisors create their own business in association with Northwestern Mutual. This allows for individuality and entrepreneurial opportunities. Essentially advisors are in business for themselves but not by themselves.

The independence this career offers and the impact on community lives is incredible. Advisors are driven by the NM promise that we exist for the policy holders, and we are owned by the policy holders. And 97% of those policy holders stay year after year.

Join a company where you and your work matter.

Job Responsibilities

As a financial advisor, you will:

  • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client’s unique needs
  • Manage your client’s financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life
Qualifications

You could be right for this opportunity if you have:

  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship
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Position Requirements
Less than 1 Year work experience
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