Financial Planning Advisor Training Program

1 week ago


Skokie, Illinois, United States Northwestern Mutual Full time

Join Our Financial Planning Advisor Training Program

Are 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 advisory practice with the mentorship of experienced professionals and access to exclusive financial solutions from a top-tier company. Here’s what you can anticipate:

  • Engage in an extensive 3-month specialized training initiative following graduation to transition into a Financial Advisor position.
  • Learn effective techniques for prospecting and networking to expand your clientele.
  • Develop and execute strategic business plans.
  • Connect with potential clients, hold discussions to comprehend their financial goals, and offer insightful recommendations.
  • Gain practical experience with advanced financial planning software.
  • Participate in ongoing coaching, training, and development sessions to refine your skills.
  • Achieve necessary certifications including Life, Accident, and Health insurance, along with investment licenses (Security Industry Essentials, Series 6/7, and Series 63).
Requirements:
  • Currently enrolled as a full-time student with plans to graduate soon.
  • Demonstrate entrepreneurial spirit and a passion for sales.
  • Active participation in campus organizations or activities that highlight leadership capabilities.
  • Strong time-management skills.
  • Genuine interest in financial literacy and planning methodologies.
  • Aim to enhance analytical thinking and business knowledge.
Compensation & Benefits:
  • Compensation linked to performance and revenue generation.
  • Learning and Development Incentives (up to $1000/month, excluding earned commissions).
  • Support for obtaining necessary insurance licenses and securities registrations.

About Northwestern Mutual:

With a rich history spanning over 165 years, Northwestern Mutual stands as a premier provider of innovative financial planning services, dedicated to helping clients lead fulfilling lives. Our methodology integrates the expertise of financial professionals with state-of-the-art digital solutions and high-quality products, empowering clients to successfully navigate their financial paths. We offer a customized blend of insurance, investments, and annuities, all designed to work cohesively to help our clients achieve their goals. Join us in a workplace that prioritizes inclusivity and diversity, where every contribution is valued.

  • Advantages of Joining Northwestern Mutual:
    • Established Fortune 500 organization.
    • Serving millions of clients.
    • Managing substantial retail investment client assets.
    • Acknowledged by Forbes for Best Employers for Diversity.
    • Unmatched financial resilience.
    • Recognized as a Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index.


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