Job Description

Northwestern Mutual Financial Planning Career Opportunities:

• Open Roles - Financial Representative | Financial Advisor | Wealth Management Advisor
• Office Locations - Stamford, CT | Westport, CT | Fairfield, CT
• Experienced RIA's & Producers | Encouraging & Open to Considering Career Pivoters

What We Do:

• Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management
• Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management
• Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities

Our financial advisors 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. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.

The Financial Planning Career with Northwestern Mutual allows the opportunity to:

• Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm’s exceptional network of financial specialists and leaders.
• Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team.

Qualifications:

• Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
• Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently.
• 4-year bachelor's degree or equivalent professional work experience.
• Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
• Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
• Ability to work in a fast-paced, highly productive, and value-driven environment.
• Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.

Compensation & Benefits:

• Performance-based earnings and revenue ( annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years )
• Additional income structure to support training and early development
• Renewal income earned for continued client advising and policy management
• Bonus programs and expense allowances
• Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• NM Funded Retirement Package and Pension Plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Leadership + Professional Growth Opportunities
• Award-Winning Training + Mentoring Program
• Personalized Mentorship from Top Advisors and Industry Leaders

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 168 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $378 billion in assets, $38 billion in revenues, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 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 $335 billion of client assets as a part of its wealth management and investment services.

About Northwestern Mutual Stamford Network Office (NM110):

NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10 and 9 advisors ranking in the Top-25 on 2024 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit.

Northwestern Mutual Awards and Accolades:

• FORTUNE® 500 Rank: No. 90
• Highest Financial Strength Ratings and Unsurpassed Financial Strength
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
• 97% Client and Policy-owner Retention year after year
• Top-10 US Independent Broker Dealer
• Annually one of the “World’s Most Admired” companies (FORTUNE® Magazine)
• Forbes’ Best Employers for Diversity (2018 – 2021)
• 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)
• Top 125 Training Program (Training Magazine)

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