Financial Services Professional

Join Northwestern Mutual in Philadelphia to build a client-focused financial planning practice with training, licensing support, and long-term compensation potential.

Key Responsibilities

• Grow your client base through new connections, relationship building, and a strong referral network
• Provide a great client experience while maintaining ongoing client relationships
• Create personalized, holistic financial plans tailored to each client’s needs
• Manage clients’ financial plans to support their goals over time
• Support clients through every stage of life by strengthening long-term relationships

Required Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• Demonstrated success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communication skills
• Strong motivation and drive
• Legal authorization to work in the US without sponsorship
• Obtain required licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63

Compensation

• Pay: $90,000.00 - $2,000,000.00 per year
• Performance-based earnings and revenue
• Additional income structure to support training and early development
• Renewal income for continued client support and policy management

Benefits

• Paid training
• Professional development assistance
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning
• Bonus programs and expense allowances
• Support for insurance licensing and related credentials including Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• Certified Financial Planner® licensing support
• Health insurance
• Health savings account
• Matching gift program
• Retirement plan
• Dental insurance
• Vision insurance

Education

• Bachelor’s (Required)

Location & Work Setup

• Location: Philadelphia, PA 19103 (Required)
• Work location: In person