Financial Advisor

Overview

Co-Founder + Private Wealth Advisor | Managing Director | FORBES Best in State 2025

Our district in Summerville is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively with other professionals to provide comprehensive and innovative financial planning services to clients.

• Build and maintain long-term relationships with clients by providing financial planning services
• Conduct client meetings to assess their financial needs, goals, and risk tolerance
• Develop and implement financial plans to help clients achieve their financial objectives
• Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
• Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
• Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
• Meet regularly with clients to review their financial plans and make adjustments as necessary
• Generate new business through networking and referrals

• Commission-only role with unlimited earning potential
• Renewable income, bonus programs, and expense allowances
• Support for insurance licensing, SIE, Series 7, Series 63, CFP, and more
• Retirement package and pension plan
• Medical, dental, vision, life insurance, and disability income insurance
• Family planning support

• 4-year degree or equivalent professional work experience
• History of success in sales, athletics, military, client services, or client-facing roles
• Excellent communication and interpersonal skills
• Strong attention to detail and ability to analyze complex financial data
• Demonstrated ability to build and maintain client relationships
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

For over 160 years, we have helped our clients through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experiences and industry-leading products to help clients navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping clients on track to meet goals. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes.

• Fortune 100 company (2023)
• Forbes Best Employers for Diversity )
• Best Place to Work for LGBTQ+ Equality - Human Rights Campaign Corporate Equality Index )
• $224 billion in retail investment client assets held or managed

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales

Charleston, SC

Sample related roles and recent postings may appear for context (e.g., Financial Solutions Advisor – Charleston, Personal Financial Counselor, J.P. Morgan Wealth Management, etc.).

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