Entry Level Financial Representative
Northwestern Mutual, Wellesley, MA, United States
Becoming a financial advisor at Northwestern Mutual Wellesley is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.
Responsibilities
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.
Training and Tools
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, development and sales strategies you need to be successful building a financial planning practice that focuses on using Northwestern Mutual’s proprietary planning software to educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings of $61K-$119K (based 2018‑2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based 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.
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.
Qualifications
Entrepreneurial ambitions to be a business owner.
History of success in relationship‑building or client‑facing roles.
Desire for continuous learning and collaboration.
Proficient critical thinking skills.
Strong sense of motivation and drive.
Legal authorization to work in the US without sponsorship.
EEO Statement
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.
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Responsibilities
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.
Training and Tools
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, development and sales strategies you need to be successful building a financial planning practice that focuses on using Northwestern Mutual’s proprietary planning software to educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings of $61K-$119K (based 2018‑2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based 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.
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.
Qualifications
Entrepreneurial ambitions to be a business owner.
History of success in relationship‑building or client‑facing roles.
Desire for continuous learning and collaboration.
Proficient critical thinking skills.
Strong sense of motivation and drive.
Legal authorization to work in the US without sponsorship.
EEO Statement
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.
#J-18808-Ljbffr