Financial Advisor (All Professional Levels - Open to Career Pivoters)
northwestern mutualLancaster (OH)
Financial Advisor (All Professional Levels - Open to Career Pivoters)
Posted 2 days ago
northwestern mutualLancaster (OH)
SENIORITY
Senior
About the role
Financial Advisor (All Professional Levels - Open to Career Pivoters) Northwestern Mutual Stamford, CT – Westport, CT – Fairfield, CT Offices Full-TimeBuild a Meaningful Career. Grow a Thriving Practice. Make an Impact. Northwestern Mutual is seeking both aspiring and experienced financial services professionals to join our growing Stamford, Westport, and Fairfield, CT offices. Whether you are beginning your professional career, transitioning from another industry, or already have experience in financial services, this opportunity offers the support, training, and resources to help you build a successful practice while making a meaningful impact on the lives of your clients. As a Financial Advisor, you will help individuals, families, and business owners develop personalized financial strategies that align with their goals and priorities. Through Northwestern Mutual's comprehensive planning approach, you will guide clients through important financial decisions surrounding wealth accumulation, retirement planning, investments, insurance, education funding, business planning, and estate considerations. You'll have the opportunity to build long-term client relationships while growing a business backed by one of the most respected and financially strong companies in the industry. Northwestern Mutual provides extensive training, mentorship, licensing support, and access to planning and investment professionals to help advisors at every stage of their careers succeed.
What You'll Do:
- Build trusted relationships with individuals, families, and business owners
- Develop personalized financial plans based on client goals and objectives
- Help clients navigate investment, retirement, insurance, and wealth management decisions
- Identify opportunities to grow and maintain a strong referral-based practice
- Conduct financial reviews and ongoing planning conversations
- Collaborate with Northwestern Mutual specialists to deliver holistic planning solutions
- Provide exceptional service and guidance throughout the client relationship
- Opportunities for Every Career StageEarly or Transitioning Career Professionals:
- For those entering the financial services industry, Northwestern Mutual provides a structured onboarding experience that includes:
- Licensing sponsorship and support
- Industry-leading training programs
- Dedicated mentorship and coaching
- Financial planning and wealth management education
- Professional development designed to help you launch a successful advisory career
Previous financial services experience is not required. We value individuals who are driven, relationship-oriented, coachable, and eager to build a rewarding career.
Experienced Financial Services Professionals:
For professionals already working in financial services, insurance, banking, wealth management, business development, or related fields, this opportunity provides:
Access to Northwestern Mutual's comprehensive planning platform
Investment and wealth management resources
Advanced planning support and specialists
Leadership and career growth opportunities
The ability to grow and scale your practice with the backing of a Fortune 500 company
Experienced candidates with an existing client base, industry licenses, or financial planning experience are encouraged to apply.
Qualifications:
- RequiredStrong interpersonal and relationship-building skills
- Excellent communication and presentation abilities
- Entrepreneurial mindset and desire to build a successful practice
- Strong work ethic and goal-oriented mentality
- Ability to work independently while collaborating with a team
- Must reside in or be willing to work within the Fairfield County, CT region
- PreferredBachelor's degree 1+ years of professional experience in sales, business development, consulting, client service, banking, finance, insurance, or wealth management
- Existing industry licenses (Life & Health, Series 6, 7, 63, or 66)
- Demonstrated success in client acquisition or relationship managementCFP®, ChFC®, CLU®, or other industry designations
- What We Look ForSuccessful advisors often come from a variety of backgrounds, including:
- Financial Services
- Wealth Management
- BankingInsuranceSales and Business Development
- ConsultingAccountingEducationMilitary Leadership
EntrepreneurshipRegardless of industry experience, we look for professionals who are motivated to build meaningful relationships, solve problems, and help others achieve financial security.
Compensation & Benefits:
Compensation is designed to reward performance and business growth and may include:
- Training stipends and onboarding support
- Performance-based incentives
- Production bonuses
- Uncapped commission opportunities
- Long-term recurring income potential
- Benefits may include:
- Medical, Dental, and Vision Coverage
- Retirement and Financial Planning Resources
- Professional Development Support
- Flexible Scheduling
- Leadership Development Opportunities
Why Northwestern MutualFor more than 165 years, Northwestern Mutual has helped clients achieve financial security through a comprehensive approach to financial planning and wealth management. Advisors benefit from award-winning training, professional development, mentorship, and the opportunity to build their own business while benefiting from the support of an established industry leader.
Locations:
Stamford, CT – Westport, CT – Fairfield, CTApplicants should be local to Fairfield County, CT, Westchester County, NY, or seeking to move to the area imminently.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.