Financial Advisor

About the Role

Northwestern Mutual: Rochester, NY is seeking 3-4 new Financial Advisors to join our growing practice. Northwestern Mutual is a financial services firm helping clients achieve financial security for over 160 years.

About the Financial Advisor Role

• Financial industry experience and financial degree are NOT required.
• Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.
• This position is a great fit for professionals who:
• Know how to connect with people, building personal, trusted relationships.
• Are interested in financial planning and motivated to learn.
• Are ready to earn more for their hard work.
• Have had past success in sales, athletics, military, client services, or client-facing roles.

Key Responsibilities

• Provide expert guidance and innovative solutions for the financial planning needs of individuals and businesses in the areas of retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Obtain company-sponsored state insurance licenses (215, SIE, Series 6 and Series 63).
• Prospecting, networking, and finding referrals to identify and pursue potential clients while maintaining a strong client base.
• Maintain compliance with all rules and regulations in the financial industry.
• Participate in weekly coaching, training, and development meetings.

Compensation Package

• Primarily performance and commission-based.
• Income growth opportunity:
• Year 1: $82,000 - $100,000
• Year 3: $125,000 - $200,000
• Year 5: $230,000 - $340,000
• Year 10: $350,000+
• Uncapped commission.
• Paid training/stipend.
• Bonuses/fees/benefits package.
• Residual and renewal recurring income based on a 97% client retention rate.

Benefits

• Company paid/sponsored licensing: 215 life/health/annuities, SIE, Series 6, Series 63, CFP®, and more.
• Comprehensive medical/dental/vision insurance.
• Retirement package and fully funded pension plan.
• Life and disability insurance.
• Health care and dependent care reimbursement accounts.
• Family Planning / Adoption Assistance.
• Leadership opportunities and career growth.

Qualifications

• Legally authorized to work in the United States (no visa sponsorship).
• Must live in ROCHESTER, NY (no relocation package).
• Requires company-sponsored licensing and contracting, including clearing a criminal and civil background check.
• Ideally no pending bankruptcies or unresolved financial obligations—including past-due balances over $25,000—that can impact your ability to fulfill the role's responsibilities.