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Managing Director of Northwestern Mutual Upstate South Carolina Offices Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group

Overview

Northwestern Mutual in Upstate, South Carolina is expanding its highly productive practice and is currently seeking new financial advisors. We specialize in recruiting "career changers" professionals who have excelled in one industry and are open to leveraging their skills in financial advising. This role offers a robust training and development program, so no previous financial advising experience is necessary.

Position Overview

As a full-time Financial Advisor with our firm, you will have the opportunity to:

• Develop holistic financial solutions for clients, including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Enjoy the flexibility and freedom to build your own practice while receiving support from our network of financial specialists, training programs, and mentors.
• Pursue a career with significant self-determined income potential and the personal satisfaction of positively impacting clients' lives in a professional environment that values relationships and integrity.
• Advance into leadership roles as you grow within the firm.

Qualifications

• Education: Bachelor's degree (required).
• Experience: Preferred three years of experience in sales, marketing, or business development.
• Skills: Strong interpersonal and communication skills, self-motivation, high ethical standards, and an interest in business, finance, or entrepreneurial ventures.
• Communication: Accomplished verbal and written skills are crucial.
• Training: No prior financial services experience required; extensive training provided.

Compensation and Benefits

Northwestern Mutual offers a competitive compensation and benefits package for its financial advisors, which includes:

• Leadership opportunities
• Sponsorship for licensing/credentialing (Life, Health, SIE, Series 6 or 7, Series 63)
• Development stipends
• Comprehensive medical, dental, and vision coverage
• Retirement package and pension plan
• Group life and disability income insurance

Income Potential

• Year 1: $60,000 - $126,000
• Year 3: $103,000 - $202,000
• Year 5: $139,000 - $289,000
• Year 10: $234,000 - $490,000

How to Apply

Interested candidates who meet the qualifications are encouraged to apply. Join our team and take the first step toward a rewarding career in financial advising with Northwestern Mutual.

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Note: The firm values diversity and is an equal opportunity employer. We welcome applications from individuals of all backgrounds and experiences.

About Northwestern Mutual

Northwestern Mutual has been supporting individuals and businesses in achieving financial security for over 165 years. Combining the expertise of financial professionals with a personalized digital experience and industry-leading products, our comprehensive planning approach helps clients focus on what matters most to them.

With over $627 billion in total assets managed across institutional and retail investment client portfolios, more than $36 billion in revenues, and $2.3 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people through a range of services, including life, disability income, and long-term care insurance, annuities, and brokerage and advisory services.

Recent Awards and Accolades

• #111 on the Fortune 500 list (2024)
• One of the Worlds Most Admired life insurance companies (Fortune, 2024)
• Highest financial strength ratings of any life insurance or financial services company from Fitch Ratings, Moodys, Standard & Poors, and A.M. Best
• Top 5 U.S. Independent Broker-Dealer by 2022 revenue (InvestmentNews, April 2023)
• Top-notch training and development programs (Training Magazine's 2017 Top 125 List)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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