Financial Advisor Career Changer Opportunity at Northwestern Mutual in MI-Troy-48084

Job description

• Ready to turn your experience into something more meaningful? In the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR – be ethical, accountable, and respectful; Maximize OPPORTUNITY – own your results, because each day counts; and Create IMPACT – by positively influencing the lives of families, friends, and our community.
• Located in the heart of Metro Detroit, our office is uniquely positioned to help support career-transitioning professionals coming from one of the nation’s most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, we are ready and excited to support your successful career evolution into the field of financial advising. You’ll play a key role in helping those who power Michigan’s economy plan for lasting financial security.
• We offer a culture that values growth, connection, and purpose—with team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alex’s Lemonade Stand Foundation, we’re committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it.
• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
• Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI.
• Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
• About the Role: As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Education: Bachelor's Degree is strongly preferred or military equivalent.
• Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Willing to obtain necessary licenses if not already acquired, such as Series 6, 63, and state insurance licenses (support and sponsorship is integrated into training).

Skills

Required

• Analytical thinking

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Benefits include pension, dental, medical, group life, retirement, wellness, family planning, and additional voluntary benefits.
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Career advancement opportunities in various leadership positions.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning and development team, marketing resources, and experienced mentors.
• Work-Life Balance: Hybrid structure with the flexibility to create a schedule that fits into your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
• Compensation: $65,000.00 - $85,000.00 per year