kevin watters financial planning wealth managementBrooklyn, NY
Financial Representative
$70,000 per year
Apply →Financial Representative
Financial Representative
kevin watters financial planning wealth managementBrooklyn, NY
today
$70,000 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Portfolio Management and Investment AdviceInsurance Agencies and BrokeragesMiscellaneous Financial Investment Activities
Apply for this role →Job Description:
We are seeking people with strong communication skills, ideally sales experience, and a strong work ethic. We do not require prior financial experience or licensing. We pay for you to obtain your licensing as you're getting started. We provide an unmatched training and mentorship program along with a long-term development and growth plan. The majority of our new representatives/advisors join without prior financial planning experience, but our average advisors are 4x more productive than industry average.
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 & designationsNorthwestern 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 & BenefitsPerformance-based earnings and revenue:
Average advisor earnings in their first year rages from $70K-$170K
Top 25% advisor first year earnings of $140K-$260K
Average advisor in our local office that has been in the business over 5 years: over $390k
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
St
Also on the board Same function, level within a rung
Level
Mid
Salary
$70,000 per year
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today