Financial Advisor

Based in New Hartford, NY onsite, Northwestern Mutual offers a clear path to build a solid client base, deliver personalized financial planning with a broad suite of NM products, and pursue ongoing development and leadership opportunities. Expect a competitive compensation range from $80,000 to $200,000 per year, a comprehensive benefits package, and strong support for licensing and professional growth.

Responsibilities

• Expand your client roster by deepening relationships within your network and refining knowledge of Northwestern Mutual products and current market trends.
• Educate yourself beyond initial training through sponsored licensing and continuous development; use planning software, reporting tools, and illustrations to explain potential plans to clients.
• Influence clients by presenting protection and growth opportunities and guiding them to take informed action through expert recommendations.
• Own the development and management of the business as you master your craft and grow a team; review and maintain client financial plans to ensure optimal guidance for evolving needs.

Requirements

• A four-year degree from an accredited institution; MBA preferred.
• Current Series 6 or 7 and/or Series 63 or 66, or a plan to become fully licensed.
• Proven success in the investment business or a track record in sales, athletics, military, client services, or other client-facing roles.
• Strong understanding of comprehensive financial planning concepts.
• Prior management or business ownership experience preferred.
• Legal authorization to work in the United States without sponsorship.

Benefits

• Competitive grid-based pay structure.
• Production-based compensation with strong upside potential.
• Bonus programs and expense allowances.
• Support for continuing education, including licenses and professional designations such as CFP, ChFC, and RICP.
• Retirement package and pension plan.
• Medical, dental, vision, life, and disability income insurance.
• Family planning resources.
• 401(k) plan.
• Flexible schedule.
• Paid training.

Why join Northwestern Mutual

• Fortune 100 company recognition in 2021.
• Named among Forbes Best Employers for Diversity for 2018 through 2020.
• Top 10 US independent broker-dealers.
• Leader among life insurers for financial soundness.
• Best Place to Work for LGBTQ+ Equality according to the Human Rights Campaign Corporate Equality Index (2015-2021).
• $224 billion in retail investment client assets held or managed.