Financial Advisor

2 months ago

San Jose, United States Northwestern Mutual Full time

***Must be based within reasonable commuting distance of 95008 to be considered***


Considering a career in the financial services industry? At Northwestern Mutual San Jose, our team of financial advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive planning process. Our financial advisors seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.


Unique to Northwestern Mutual San Jose, our Accelerated Managing Director track is designed specifically for candidates interested in building a clientele while mentoring and developing talent within the firm. This leadership accelerant will immerse you in additional development geared toward becoming a Managing Director while you build your financial planning practice.


Here, you are backed by a Fortune 111 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.


Financial Advisor careers provide what many people desire professionally:

  • Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
  • Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
  • Interdependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.


Day-to-day:

  • Developing your professional network; connecting with clients & client prospects
  • Building rapport with prospects to understand in depth their financial goals, needs and concerns
  • Developing recommendations and tailoring solutions to each client’s needs
  • Collaborating with experts to develop financial acumen and expertise
  • Attracting, selecting and developing talent for the financial advisor role
  • Mentoring a business unit of financial advisors within their first five years


Desired Skills and Experience:

We welcome all applicants with varying degrees and professional experience to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:

  • A bachelor's degree
  • Ability to devote 40+ hours weekly in and out of the office
  • Prior sales and/or business development experience preferred
  • Entrepreneurial mindset
  • Strong interpersonal management skills required
  • Strong communication skills required


Compensation & Benefits:

  • Exceptional income potential that remains uncapped
  • Creation of scalable equity
  • Comprehensive & competitive medical coverage
  • Two company-funded retirement plans (pension plan and 401k plan)
  • Group life and disability income insurance
  • Maternity Leave

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