Financial Advisor Job Upper Arlington area,Ohio USA,Finance & Banking

Benefits

401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Profit sharing
Training & development

Job Description

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientèle and finding financial solutions with help from best‑in‑class advisors, mentors, and products.

Enhance your practice with risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career‑long support and growth including concentrated training for leadership roles, specialized advisory, and teaming.

With access to local and nationwide experts and leaders, you will serve any client, including:

Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Distribution Strategies
Business Needs Analysis
Succession and Generational Planning

As a Northwestern Mutual Financial Advisor:

Build—Develop knowledge of NM financial products and market trends, develop stronger relationships with clients and network.

Educate—Go beyond training with sponsored licensing and registration, use assistive software, reporting tools, and illustrations to educate clients.

Influence—Present clients with opportunities to protect and prosper, drive clients to action through expert influence and recommendations.

Own—Take ownership of development and management of the business to scale an enduring firm. Review and maintain client financial plans, provide optimum advice.

Compensation & Benefits

Competitive grid rates
Production‑based compensation
Bonus programs and expense allowances
Support for continuing education; e.g. CFP®, ChFC®, RICP®
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Qualifications

4‑year degree from an accredited institution; MBA preferred
Series 6 or 7 and Series 63 or 66
Proven success in the investment business and understanding of comprehensive financial planning concepts
Desire for continuous learning
Prior management or business ownership experience preferred
Legal authorization to work in the US without sponsorship

Job Details

Job Type: Full‑time

Work Location:

In person

Commute:
Columbus, OH 43221 (Required)

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