Financial Advisor

Position: Financial Advisor 

Location: Stamford, Westport, or Fairfield

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. The Financial Representatives will provide expert guidance and innovative solutions for the planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success Financial Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.

Our Commitment is ethical, transparent service and in doing things the right way, the first time. Our clients can expect to work with a team and network of specialists that offer nearly 170 years of experience alongside world-class strategies tailored specifically for them.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

Recent Awards and Accolades:

• FORTUNE® 90 (FORTUNE® 100, 2021)
• One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2020)
• Best Places to Work #82 (Glassdoor, 2021)
• Highest Rated CEO's (Glassdoor, 2021)
• 50 Best Companies for Diversity # 39 (Black Enterprise Magazine, 2021)
• Forbes' Best Employers for Diversity (2018-2020)
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
• 50 Best Companies to Sell For (Selling Power Magazine, 2016)
• Top 10 US Independent Broker-Dealers1
• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
• $224 billion3 (retail investment client assets held or managed)

THIS CAREER OFFERS YOU:

The ability to positively impact someone else's life. Personalized mentorship and award-winning training, backing by Northwestern Mutual, an industry leader with a proven track record of success.

In the role of a Financial Advisor: 

• Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
• Some Services: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

Check out our Day in the Life Video: https://youtu.be/7lYX5rb5e80

Desired Skills and Experience:

• Bachelor’s degree required; or equivalent work experience
• Experience in the following roles/industries preferred: 
  • Financial Services
  • Banking
  • Accounting
  • Sales
  • Marketing
  • Insurance
  • Business Development
  • Entrepreneurs
  • Management
  • Military
  • Hospitality
  • Educators
  • Counselors
• Strong verbal and written communication required
• Strong interpersonal skills and a self-starter required
• Need to have (or being willing to obtain) required licensing, SIE, Series 6, Series 63, or CFP. Also accepting Series 7 and Series 65. 

INCOME GROWTH OPPORTUNITY:

Year 1 | $52,000 - $106,000; Year 3 | $103,000 - $202,000; Year 5 |$139,000 - $289,000;

Year 10 | $234,000 - $490,000; Year 15 | $341,000 - $790,000.

• This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.
• Beyond income, you'll also have access to a comprehensive benefits package:
• Comprehensive medical insurance, dental insurance, and vision insurance.
• 401K
• Two pension plans
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Reimbursement for licensing and ongoing education.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. See how many of the characteristics below match up to you:

• You know how to connect with people, building personal, trusted relationships.
• Financial planning is interesting to you.
• You’re a driven person who’s committed to succeeding.
• You’re ready to earn more for your hard work.
• You enjoy helping people make more informed, confident decisions.
• You're ready to live the life you want, both personally and professionally.