Financial Advisor Development Program: Build a Career in Financial Planning
2 weeks ago
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.
- 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.
- 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.
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.
-
Financial Planning Advisor Training Program
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeJoin Our Financial Planning Advisor Training ProgramAre you eager to launch your career in the finance sector? Become a part of the Financial Planning Advisor Training Program at Northwestern Mutual and take the first step towards establishing a successful career as a Financial Advisor. This program is designed for individuals looking to develop a prosperous...
-
Financial Planning Advisor Training Program
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeJoin Our Financial Planning Advisor Training ProgramAre you eager to launch your career in the finance sector? Become a part of the Financial Planning Advisor Training Program at Northwestern Mutual and take the first step towards establishing a successful career as a Financial Advisor. This program is designed for individuals aiming to develop a prosperous...
-
Financial Planning Advisor Training Program
4 weeks ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full timeIntroducing the Financial Planning Advisor Training ProgramAre you a recent graduate eager to embark on a career in financial advisory? Join our dedicated program at Northwestern Mutual - Greater Chicago and launch your journey as a Financial Planning Advisor.What We Provide:In-depth training curriculumAccess to premium financial solutionsGuidance from...
-
Financial Planning Advisor
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Planning Advisor to join our team at Northwestern Mutual - Greater Chicago. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, providing personalized financial planning and investment advice, and helping them achieve...
-
Financial Advisor Training Program
4 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeOpportunity for Aspiring Financial AdvisorsAre you eager to launch your career in the finance sector? The Financial Advisor Development Program at Northwestern Mutual Greater Chicago offers a unique pathway to becoming a proficient Financial Advisor. This program is designed for candidates aiming to establish a successful financial planning practice with the...
-
Financial Advisor Training Program
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeOpportunity for Aspiring Financial AdvisorsAre you ready to embark on a rewarding career in the financial sector? The Financial Advisor Development Program at Northwestern Mutual offers a unique opportunity for individuals looking to establish a successful financial advisory practice. This program is designed for candidates who are eager to learn and grow in...
-
Financial Advisor Training Program
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeExciting Career Opportunity in Financial AdvisoryAre you ready to launch your career in the financial sector? The Financial Advisor Development Program at Northwestern Mutual Greater Chicago offers a unique opportunity to cultivate a successful financial advisory practice. This program is designed for candidates aiming to establish a rewarding career in...
-
Financial Planning Specialist
1 week ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full time{"h2": "Unlock Your Earning PotentialAs a Financial Representative at Northwestern Mutual Skokie, you will have the opportunity to build a successful career in financial planning and wealth management.Our comprehensive training program will equip you with the knowledge and skills needed to succeed in this field. You will learn about various financial...
-
Financial Services Expert
18 hours ago
Skokie, Illinois, United States M Financial Group Full time{"title": "Financial Professional Opportunity", "content": "Financial Professional OpportunityM Financial Group is partnering with The Robinson Group to hire a seasoned Financial Professional who can provide exceptional service to ultra-high-net-worth clients.This role requires the ability to acquire and develop long-term relationships with clients through a...
-
Financial Planning Internship Opportunity
1 week ago
Skokie, Illinois, United States Northwestern Mutual Full timeFinancial Representative Internship RoleThis internship provides a unique opportunity to learn about Northwestern Mutual's financial planning approach and how we help clients plan and prepare for their financial futures. As an intern, you will perform a range of day-to-day tasks that include learning about our financial planning approach and how we help each...
-
Financial Planning Internship Opportunity
1 week ago
Skokie, Illinois, United States Northwestern Mutual Full timeFinancial Representative Internship RoleThis is a unique opportunity to gain hands-on experience in financial planning and development at Northwestern Mutual, located in the Greater Chicago Area. As an intern, you will have the chance to learn about our financial planning approach and how we help our clients plan and prepare for their financial futures.Key...
-
Skokie, Illinois, United States Limitless Financial Full timeJob Description**About the Role**Limitless Financial is seeking a highly motivated and results-driven B2B Sales Professional to join our team. As a key member of our sales team, you will be responsible for developing and executing sales strategies to drive business growth and revenue.Key Responsibilities:Develop and implement sales plans to achieve sales...
-
Regional Financial Planning Lead
4 weeks ago
Skokie, Illinois, United States Covenant Living Full timeJoin Our Mission to Serve This role is pivotal in our Corporate office, focusing on the strategic planning, forecasting, reporting, and analytical functions for various Communities within our organization. You will collaborate closely with the Regional Operations Director to assist Community leadership in comprehending actual financial outcomes against...
-
Wealth Relationship Manager
3 weeks ago
Skokie, Illinois, United States Citigroup Inc Full timeAbout the RoleThe Wealth Relationship Manager SAFE Act is a seasoned professional role that requires a deep understanding of financial planning and wealth management. As a key member of the Citigroup Inc team, you will be responsible for building and deepening relationships with high net worth clients to provide them with tailored financial solutions.Key...
-
Wealth Management Advisor Trainee
2 days ago
Skokie, Illinois, United States New York Life - Chicago Full timeJob OpportunityWe are seeking a strategic and definitive wealth management advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. The successful candidate will have a basic...
-
Lead Analyst for Financial Strategy and Planning
3 weeks ago
Skokie, Illinois, United States Covenant Living Full timeJoin Our Mission to Serve This role is situated within our Corporate office and is pivotal in overseeing the planning, forecasting, reporting, and analytical functions for various Communities within our organization. The incumbent will collaborate closely with the Regional Operations Director, assisting Community leadership in comprehending actual financial...
-
Financial Services Representative
2 weeks ago
Skokie, Illinois, United States Northwestern Mutual - Greater Chicago Full timeJob SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Northwestern Mutual - Greater Chicago. As a Financial Services Representative, you will play a critical role in building long-lasting relationships with clients, providing guidance, and delivering solutions to help them achieve their...
-
Financial Services Representative Intern
3 weeks ago
Skokie, Illinois, United States Northwestern Mutual Full timeJob Summary:This is a Financial Representative Internship role at Northwestern Mutual, where you will have the opportunity to learn about our financial planning approach and how we help each of our clients to plan and prepare for their financial futures. As an intern, you will perform a range of day-to-day tasks that include learning about our financial...
-
Senior Financial Director
3 weeks ago
Skokie, Illinois, United States Empowered Staffing Full timeJob SummaryEmpowered Staffing is seeking a seasoned Vice President of Finance to join their team in a rapidly growing healthcare organization. As a key player on the Executive team, you will lead financial planning and reporting, revenue cycle, cash management, and budgeting functions.Key Responsibilities:Financial Leadership: Oversee the financial...
-
Senior Financial Director
3 weeks ago
Skokie, Illinois, United States Empowered Staffing Full timeJob SummaryEmpowered Staffing is seeking a seasoned Vice President of Finance to join their team in a rapidly growing healthcare organization. As a key player on the Executive team, you will lead financial planning and reporting, revenue cycle, cash management, and budgeting functions.Key Responsibilities:Financial Leadership: Oversee the financial...