Financial Advisor

Northwestern Mutual - Wilmington is hiring a Financial Advisor to help individuals and businesses move toward their financial goals through personalized insurance solutions and financial planning. The role combines client relationship building, needs assessment, and ongoing plan support.

Location and Salary

• Location: Wilmington, NC (onsite)
• Compensation: USD 70,000 - 85,000 per year

Role Overview

As a Financial Advisor, you will work with clients to understand their financial objectives, review their current situation, and deliver tailored solutions. You will develop long-term client relationships while providing ongoing support and adjustments as circumstances change.

Key Responsibilities

• Client Consultation: Meet with clients to understand their goals, aspirations, and concerns.
• Financial Planning: Build comprehensive financial plans that may include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies designed to protect clients’ assets and income.
• Ongoing Support: Monitor financial plans and provide regular updates, adjusting strategies as needed.
• Networking: Grow and maintain a network through referrals, community involvement, and professional associations.

Required Qualifications

• Education: A bachelor's degree (preferred)
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients

Licensing

• Obtain necessary licenses, including Series 6, Series 63, and applicable state insurance licenses
• Training and sponsorship are available
• Licensing costs may be eligible for reimbursement in accordance with company policy

Benefits and Compensation Features

• Performance-based income potential: Competitive compensation structure with performance incentives and no ceiling
• Bonus based on performance
• Retirement benefits: Company-funded pension and contributions to PFGF, a profit-sharing retirement plan designed to support long-term financial future
• Support and mentorship: Dedicated planning team support, marketing resources, and experienced mentors
• Professional development: Ongoing training and development programs, including sponsorship for advanced certifications
• Work-life balance: Flexibility to create a schedule aligned with lifestyle and goals
• Health and wellness coverage: Health insurance, dental insurance, and vision insurance
• Career growth: Opportunity for advancement
• Additional perks: Company parties
• Training & development
• Flexible schedule

Office Address

1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

About Northwestern Mutual

Northwestern Mutual is a FORTUNE 500® company providing a wide range of financial services to more than 5 million people. As a mutual company, it answers to policyowners rather than Wall Street. The firm began in Wisconsin in 1857, and in 2024 it was recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies, with a culture focused on helping people achieve financial security.

Meet the Team

• Brian M. Cox, CFP® – Managing Director: 23 years with NM; previously built a career in financial services and rose to leadership within the firm. Passionate about traveling with family, playing golf, and following soccer.
• Lyndsey Stainback – Financial Advisor: 19 years with NM; previously served as Chief Recruiting Officer, developing talent across the organization. Passionate about family life, traveling, tennis, and supporting children’s sporting activities.
• Ryan Nally – Financial Advisor: 8 years with NM; joined as a college intern while playing Division I soccer at UNCW. Passionate about family, playing soccer and golf, and surfing when possible.
• Sean Carano – Financial Advisor: 2 years with NM; retired Lieutenant Colonel with Marine Special Operations Command (MARSOC). Devoted to family, travel, fitness, and helping veterans transition into civilian life and careers.

About the Financial Advisor Role

In this position, you will join a team supporting individuals and businesses through personalized insurance solutions and financial planning. The work centers on building long-term relationships, understanding unique client needs, and providing tailored financial solutions.