Financial Advisor - Northwestern Mutual | Bergen County
hace 2 días
Paramus
Job Description Join Northwestern Mutual as a Financial Advisor Embarking on a career as a financial advisor at Northwestern Mutual is a distinctive opportunity to build your own business while guiding clients towards achieving their financial objectives. Here's what you can expect in this role: • Client Acquisition & Relationship Building: Expand your client network by establishing new connections, maintaining a robust referral network, and delivering exceptional client service., • Personalized Financial Planning: Develop comprehensive, customized financial plans that cater to each client's unique needs., • Plan Management: Oversee and adjust clients' financial plans to ensure they reach their financial goals., • Planning Experience, • Asset & Income Protection, • Education Funding, • Investment & Advisory Services, • Trust Services, • Retirement Solutions We offer multiple avenues to build your practice, whether it's opening your own office, joining a sophisticated team, or advancing as an advisor. Training & Licensing Northwestern Mutual is renowned for its superior sales force training. We are dedicated to your continuous professional development with a curriculum designed to support your first three years. You'll learn from industry experts, develop client acquisition skills, and leverage our network of experienced financial advisors. We support your path to becoming a financial advisor by assisting with insurance licensing, such as Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63, with pre-payment or reimbursement for tuition and books. Compensation & Benefits Earnings Potential: • Average annual earnings of $61K-$119K for advisors in their first three years (2018-2023 avg.) Ideal Candidates This role is suited for individuals with: • A bachelor’s degree (all disciplines welcome), • Entrepreneurial ambitions and a client-focused mindset, • Success in relationship-building or client-facing roles, • Strong time-management and communication skills, • Motivation, drive, and critical thinking abilities With over 165 years of expertise, Northwestern Mutual offers a personalized and integrated financial planning experience. We leverage our advisors' proficiency with a digital approach to ensure clients achieve consistent success in their financial journeys. As independent contractors, our Financial Advisors enjoy entrepreneurial benefits while contributing to an inclusive and collaborative workplace. Why Choose Us • Ranked among the Top 5 U.S. Independent Broker-Dealers, • Recognized for financial strength and quality products/services, • Fortune 500® and Forbes accolades for diversity and equality, • Recipient of the 2024 Training APEX Award Join us and make a meaningful impact on your clients' financial lives while aligning your career with your personal aspirations. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024. 5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024. 6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com Company DescriptionThe mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest. 1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more., 2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more., 3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies., 4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity., 5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.The mission of Northwestern Mutual is to serve our clients by helping them achieve financial security and peace of mind. Values: Our values are built on trust, integrity, respect, collaboration, and excellence. We strive to provide a sense of security and confidence to our clients and partners through an unwavering commitment to our mission and values. We are dedicated to delivering innovative solutions and personalized advice to help our clients achieve their financial goals and live life to the fullest.\r\n\r\n1. Competitive compensation and benefits: Northwestern Mutual offers competitive salaries and an extensive benefits package including medical, dental, vision, disability, life and long-term care insurance, flexible spending accounts, retirement plans, and more. \r\n2. Professional development: Northwestern Mutual offers a variety of professional development opportunities, including mentorship programs, continuing education, leadership development workshops, and more. \r\n3. Work-life balance: Northwestern Mutual offers a flexible schedule, telecommuting options, and generous vacation and time off policies. \r\n4. Generous bonus potential: Northwestern Mutual has a bonus program that rewards employees for outstanding performance and encourages high productivity. \r\n5. Workplace culture: Northwestern Mutual promotes a collaborative and engaging workplace culture with a strong focus on team building.