Financial Planning | Training and Licensing Provided (Richmond)

Northwestern Mutual has been a leader in the financial services industry in since 1857. Our mission is impact- helping people achieve financial security through comprehensive financial planning and personalized solutions. We encourage career changers to apply.

Position Overview:

As a Financial Advisor at Northwestern Mutual, you will have the opportunity to build your own practice and make a meaningful impact on your clients' lives- utilizing life insurance, investments, retirement, estate planning and more. You'll work with individuals, families, and businesses to create customized financial plans, helping them achieve both short- and long-term goals. Your role will involve discovering clients' needs, offering tailored financial solutions, and maintaining long-term relationships to ensure clients' continued success.

Key Responsibilities:

• Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.
• Build a client base by networking, prospecting, and building relationships in your community.
• Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.
• Educate clients about their financial options and the value of sound financial planning.
• Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.
• Work closely with a team of specialists and other professionals to provide holistic solutions.
• Commit to personal growth through ongoing training, professional development, and mentorship opportunities.

Compensation & Benefits

• Revenues from client work
• Start up Capital- Additional income structure to support training and early development
• NM-Funded Retirement Package and Pension Plan
• Renewal income earned for continued client support and policy management
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• Competitive and comprehensive medical, vision, and dental plans
• Heath, Dental, and Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

Company Awards:

• Fortune 500 company
• Apex Training Award (2024)
• Forbes’ Best in State and Employers for Diversity
• Top 10 US Independent Broker-Dealers
• #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index
• $335 billion retail investment client assets held or managed by Northwestern Mutual.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance