Financial Advisor
$61,000–$119,000 year
On-siteCharlottesville, Virginia, United States
Job Summary
Grow your client base through new connections and referrals while building personalized, holistic financial plans tailored to unique needs. Manage client financial plans to support them through every life stage, utilizing proprietary software for investments, insurance, and retirement solutions. Maintain a strong referral network and cultivate relationships that help clients achieve their goals. Obtain required licenses including Life/Accident & Health, SIE, and Series 6, 7, and 63, with tuition support provided. Earn uncapped, performance-based revenue ranging from $61K to $250K annually, supported by renewal income and bonus programs. This opportunity allows you to shape your workday as an independent business owner within Northwestern Mutual's award-winning training framework.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
Desired Qualifications
- Certified Financial Planner® licensing support
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