Financial Advisor Development Program: Build a Career in Financial Planning

2 weeks ago


Skokie, Illinois, United States Northwestern Mutual Full time
Program Overview

At Northwestern Mutual, we offer a comprehensive Financial Advisor Development Program designed to equip you with the skills and knowledge necessary to succeed in the financial planning industry.

Key Program Components
  • Specialized Training: Participate in a 3-month training program that will provide you with a solid foundation in financial planning and help you develop the skills needed to build a successful career.
  • Business Development: Learn how to prospect and network to build your business and client base, and develop a business strategy that aligns with your goals.
  • Client Engagement: Call on potential clients and set meetings to understand their financial goals, and prepare plans and offer recommendations to help them achieve their objectives.
  • Professional Development: Gain exposure to proprietary planning software platforms, and engage in weekly coaching, training, and development meetings to help you stay up-to-date with industry trends and best practices.
  • Licensing and Certification: Obtain your Life, Accident, and Health insurance licenses as well as investment licenses (Security Industry Essentials, Series 6/7, and Series 63) to ensure you have the necessary credentials to succeed in the industry.
Requirements
  • Education: Be a full-time student graduating in May 2024.
  • Entrepreneurial Ambitions: Demonstrate entrepreneurial ambitions and a curiosity for sales.
  • Leadership Experience: Show evidence of leadership experience, such as being a leader, athlete, campus organization member, or student government representative.
  • Time Management Skills: Demonstrate excellent time-management skills.
  • Financial Literacy: Show interest in financial literacy and planning tools.
  • Business Acumen: Demonstrate business savvy and a desire to increase critical thinking abilities.
Compensation and Benefits
  • Performance-Based Earnings: Earn a performance-based income and revenue.
  • Learning and Development Incentives: Receive learning and development incentives (up to $1000/month, not inclusive of earned commissions).
  • Licensing Support: Receive support for insurance licensing (Life, Accident, and Health insurance license) and Security Industry Essentials, Series 6/7, Series 63 registrations.
About Us

At Northwestern Mutual, we have a long history of helping our clients achieve their financial goals through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

We lead with unmatched financial strength and access to the best products and services for our clients. Our tailored 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 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:

  • Fortune 500 Company: We are a Fortune 500 company.
  • 5.0+ Million Clients: We have 5.0+ million clients and growing.
  • $257 Billion in Client Assets: We have $257 billion in retail investment client assets held or managed by Northwestern Mutual.
  • Best Employers for Diversity: We have been recognized as one of the Best Employers for Diversity by Forbes.
  • Unsurpassed Financial Strength: We have unsurpassed financial strength.
  • Best Place to Work for LGBTQ+ Equality: We have been recognized as one of the Best Places to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index.


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