JOIN OUR TEAM
We’ve been helping clients achieve financial security for over 160 years. We are searching for special individuals to help us carry on that tradition. No financial experience required. We will train, coach, mentor and develop the right candidate in our Wealth Management Advisor Program. Here, you’ll have access to award – winning training, technology, planning tools and supportive mentors to help you deliver expert advice to your clients.
We want people with different backgrounds and work experience, including but not limited to:
- Coaches
- Executive leadership
- Community influencers
- Former athletes
-Educators
- Military background
- Law Enforcement
-Financial management, sales, insurance, and financial services
- Prior sales and/ or business experience preferred
Our Work:
We believe our financial planning experience, specifically the implementation phase and development of a long-term relationship with clients, represents some of the most important work anyone can endeavor to do, a truly noble profession. People need us! There is an epidemic of financial ignorance, procrastination, and poor judgement in America. We are on a collective mission to solve this problem one new client at a time. Lastly, the people who are most attracted to work with us tend to be ‘others focused’, motivated by service, and possess a strong, innate desire to be part of something bigger than themselves. We are fond of saying, “Family is everything!”. We are and will always be growth oriented.
Our People:
At its very core, our firm is based on encouraging each other to be authentic, genuine, and caring. People here are real. We never take ourselves too seriously, and we love to laugh and have fun! We challenge and inspire everyone to become the absolute best version of themselves. That journey begins by developing a deep understanding of who you are and who you desire to become.
Preferred qualifications
- 4- year College Degree or 4 years Military experience
- Self – starter and highly motivated
- History of success
- Entrepreneurial
- Strong interpersonal and networking skills
Benefits Program
- Comprehensive Medical Coverage
- Retirement Package; Pension Plan
- Group Life and Disability Income Insurance
- Multiple bonus compensation programs
- Expense allowance programs
- Sponsorship of Licensing/ Credentialing
- Uncapped Income Potential
- Leadership Opportunities
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will:
· Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
· Build personalized, holistic financial plans tailored to every client’s unique needs
· Manage your client’s financial plans to help them achieve their goals
· Grow relationships with clients to support them through every stage of life
On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
· Performance-based earnings and revenue1:
o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
· Additional income structure to support training and early development
· Renewal income earned for continued client support and policy management
· Bonus programs and expense allowances
· Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
· Certified Financial Planner® licensing support2
· 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
You could be right for this opportunity if you have:
· Bachelor’s degree
· Entrepreneurial ambitions to be a business owner
· History of success in relationship-building or client-facing roles
· Excellent time-management skills
· Desire for continuous learning and collaboration
· Proficient critical thinking skills
· Strong communicator
· Strong sense of motivation and drive
· Legal authorization to work in the US without sponsorship
About Northwestern Mutual
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual:
· Top 5 US Independent Broker-Dealers4
· Unsurpassed financial strength with total company assets of $366 billion5
· Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
· Fortune 500® company (June 2024)
· Forbes’ Best Employers for Diversity (2023)
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
· 2024 Training APEX Award winner
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
Job Types: Full-time, Contract
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- This career has uncapped earning potential with average Advisors in our district making between $60,000 and 137,000/year in years 1-4. This is a 1099 (independent contractor), business partnership opportunity- not W2 (no base salary). Incredible training program, mentorship, and support given as you work for yourself, but never by yourself. Do you have the drive to make impact, connect, and build a business?
Ability to Commute:
- Ocala, FL 34470 (Preferred)
Ability to Relocate:
- Ocala, FL 34470: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Ocala, FL 34470
