Job Summary
The primary responsibility in the office is to build high-level quality relationships in the community and to promote Northwestern Mutual career, generate referrals, and develop brand advocates. He or she plays a key role in creating and leading the recruiting strategies to reach activity and contract goals.
Key Responsibilities
Sourcing
• Build and develop effective referral sources within the office, with community advocates, and from a variety of other sources that generate qualified leads
• Take ownership of internal and external relationships that drive candidate pipeline growth
• Design and deliver office recruiting strategies to drive activity and reach contract goals
• Identify new prospects by participating in community clubs and organizations
• Lead and promote office brands on social media platforms and in community forums
• Actively source leads from online databases and social platforms (LinkedIn, Indeed, etc)
• Coordinate and collaborate on recruitment marketing strategies
Selection
• Own full cycle recruiting process, including but not limited to screening candidates, conducting first interviews, administering screening tools, and guiding candidates through the process
• Maintain integrity and consistency of the process; communicate with candidates at each step
• Be knowledgeable on all aspects of the financial representative career
• Manage the transition of candidates from recruitment to onboarding, including the Contract,
• Oversee any pre-contract training to be done by the candidate
Accountability, Tracking, and Analysis
• Analyze and identify recruiting process inefficiencies; establish and implement improvements
• Utilize applicant tracking system to maintain accurate records in candidate database
• Prepare reports and results for leadership team meetings; coordinate regular meetings to review, assess, and establish actions based on the data
Minimum Job Requirements
• Bachelor’s degree; or 5+ years of equivalent work experience
• 5+ years of progressively responsible work experience, preferably in sales, recruiting, or related field
• Experience in the financial services or related industry is desired
• Strong communication skills required with the ability to build rapport and influence others
• Experience with prospecting; generating leads via phone or face-to-face interactions preferred
• Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake)
• Strong network of personal/professional advocates or community involvement
Benefits
• Health, Vision, & Dental Insurance
• Group Life, Short and Long-Term Disability
• 401(k) Retirement Plan
• PTO + holiday pay
• Base salary proportionate to experience level with the opportunity for bonuses
• Personal and professional development opportunities
Read LessJob Summary
The primary responsibility in the office is to build high-level quality relationships in the community and to promote Northwestern Mutual career, generate referrals, and develop brand advocates. He or she plays a key role in creating and leading the recruiting strategies to reach activity and contract goals.
Key Responsibilities
Sourcing
• Build and develop effective referral sources within the office, with community advocates, and from a variety of other sources that generate qualified leads
• Take ownership of internal and external relationships that drive candidate pipeline growth
• Design and deliver office recruiting strategies to drive activity and reach contract goals
• Identify new prospects by participating in community clubs and organizations
• Lead and promote office brands on social media platforms and in community forums
• Actively source leads from online databases and social platforms (LinkedIn, Indeed, etc)
• Coordinate and collaborate on recruitment marketing strategies
Selection
• Own full cycle recruiting process, including but not limited to screening candidates, conducting first interviews, administering screening tools, and guiding candidates through the process
• Maintain integrity and consistency of the process; communicate with candidates at each step
• Be knowledgeable on all aspects of the financial representative career
• Manage the transition of candidates from recruitment to onboarding, including the Contract,
• Oversee any pre-contract training to be done by the candidate
Accountability, Tracking, and Analysis
• Analyze and identify recruiting process inefficiencies; establish and implement improvements
• Utilize applicant tracking system to maintain accurate records in candidate database
• Prepare reports and results for leadership team meetings; coordinate regular meetings to review, assess, and establish actions based on the data
Minimum Job Requirements
• Bachelor’s degree; or 5+ years of equivalent work experience
• 5+ years of progressively responsible work experience, preferably in sales, recruiting, or related field
• Experience in the financial services or related industry is desired
• Strong communication skills required with the ability to build rapport and influence others
• Experience with prospecting; generating leads via phone or face-to-face interactions preferred
• Demonstrated knowledge of sourcing platforms (LinkedIn, Indeed, Handshake)
• Strong network of personal/professional advocates or community involvement
Benefits
• Health, Vision, & Dental Insurance
• Group Life, Short and Long-Term Disability
• 401(k) Retirement Plan
• PTO + holiday pay
• Base salary proportionate to experience level with the opportunity for bonuses
• Personal and professional development opportunities
Read LessFinancial Advisor- Beer Financial Group
Becoming a Financial Advisor
Becoming a financial advisor at Northwestern Mutual Woodland Hills is a unique opportunity to 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 networks, 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 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 & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Training, licensing & designations
Northwestern 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 & Benefits
· Performance-based earnings and revenue1:
o Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
o Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
· 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
· Strong sense of motivation and drive
· Legal authorization to work in the US without sponsorship
About Northwestern Mutual
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored, integrated 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 lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, 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:
· Top 5 US Independent Broker-Dealers4
· Unsurpassed financial strength with total company assets of $366 billion5
· Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
· Fortune 500® company (June 2024)
· Forbes’ Best Employers for Diversity (2023)
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
· 2024 Training APEX Award winner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
4Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews, April 2024.
5Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A++, A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA+, S&P Global Ratings). Ratings are subject to change. Total company assets as of June 30, 2024.
6To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Company DescriptionFor over 160 years, we have helped our clients spend their lives living 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.
As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and longterm guidance.
The Paraplanning Associate plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Paraplanning Associate will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic. This position is located in the Northwestern Mutual Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.
Responsibilities include but are not limited to:
Qualifications:
Bachelors degree required2+ years of financial planning or paraplanning experience requiredActive Minnesota Life, Accident, and Health (LAH) Insurance licenseActive SIE, Series 6, and Series 63 registrations (or equivalent)Client Relationship Management (CRM) system experience preferredPerformance Skills:
High sense of urgency, attention to detail, and exceptional organizational skillsExcellent oral and written communication skillsTask-minded with the ability to follow through and execute in a timely mannerHigh degree of initiative and autonomyDemonstrated ability to maintain effective working relationships within the firm and its clientsNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information athttps://www.northwesternmutual.com/financial/advisor/joshua-t-howard/
Read LessIn the Financial Advisor role with Northwestern Mutual- you will work to deliver financial security to clients through a comprehensive planning process that integrates risk and investment products. We are looking for a go-getter who has the desire to help others better their financial future.
Lincoln, NE | Northwestern Mutual - must be local or within 25-35 miles.
THIS CAREER OFFERS THE FOLLOWING TO YOU:
Stipends for training and licensing to help you get started.The ability to positively impact someone else's life.Access to personalized mentoring and award-winning training programs.Backing by Northwestern Mutual, an industry leader with a proven track record of success.CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Are you wondering if you could be a good fit?
Many people find their calling in financial services after working in other industries- don't let past experience hold you back.
DO YOU...
Know how to connect with people, how to build personal, and how to form trusted relationship?Find financial planning interesting to you?Become very committed to your role and find yourself driven by success?Want to earn more for your hard work?Enjoy helping people make more informed, confident decisions about their finances?Find yourself ready to live the life you want, both personally and professionally?If you answered yes to one or more of those questions, being a Financial Advisor for Northwestern Mutual might be the perfect fit for you!
THIS IS A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission based but also includes training stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, with potential for much more after that. An advantage is that you get to define what success looks like for yourself.
Beyond income, you'll also have access to a comprehensive benefits package.
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.
Devotion to its policy owners has led Northwestern Mutual through 168 years of industry success. Some of our accolades include:
* Fortune 100 Company
* Number one "World's Most Admired" company by Fortune magazine for over 25 years
* Named one of the “50 Best Companies to Sell For” by Selling Power magazine
* Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
* Top 5 independent broker-dealers
Read Less Financial Planners help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Our Financial Planners receive in-depth training, ongoing mentorship, and partner with industry experts to best serve our clients from a collaborative, holistic approach to building lasting relationships with our clients. Products that support personalized financial planning include (but not limited to): life insurance, disability insurance, long-term care, variable and income annuities, mutual funds, ETF portfolios, stocks, bonds, CDs, and more.
This career offers you:
Stipends for training and licensing to help you get started.The ability to positively impact someone else's life.Personalized mentoring, coaching, and award-winning training programs.Backing by Northwestern Mutual, an industry leader with a proven track record of success.Can you see yourself helping others reach their financial goals?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
You know how to connect with people, building personal, trusted relationships.Financial planning is interesting to you.You’re a driven person who’s committed to succeeding.You’re ready to earn more for your hard work.You enjoy helping people make more informed, confident decisions.You're ready to live the life you want, both personally and professionally.Comprehensive benefits package:
Comprehensive medical, dental, and vision insuranceTwo funded pension plansLife and disability insuranceHealth care and dependent care reimbursement accountsAdoption assistanceReimbursement for licensing and ongoing education*Must live in the central Minnesota area and/or be willing to commute to St. Cloud, MN*
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Recent Awards and Accolades:
- FORTUNE 97
- Unsurpassed Financial Strength with total company assets of $378 billion.
- 97% of policy owners stay year after year.
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness according to FORTUNE®
- Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
- $335 billion (retail investment client assets held or managed)
- Industry leader in total dividend payout with $9.2 billion in 2025
- $500M given back philanthropically through the Northwestern Mutual Foundation
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Read LessThe College Financial Representative at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a student, they have the chance to firsthand test drive the career, spending their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Financial Representatives at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
You could be right for this opportunity if you have:
• 4-year degree; or equivalent professional work experience.
• Entrepreneurial ambitions.
• History of success in sales, athletics, military, client services, or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning.
• Legal authorization to work in the US without sponsorship
Financial Representatives at Northwestern Mutual Northern New England help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to: Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
You could be right for this opportunity if you have:
• 4-year degree; or equivalent professional work experience.
• Entrepreneurial ambitions.
• History of success in sales, athletics, military, client services, or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning.
• Legal authorization to work in the US without sponsorship
