Job Overview
Join a top-performing Northwestern Mutual office in Cincinnati to build a financial advisory practice with robust training, mentorship, and a proven support system. You’ll help clients protect what matters and grow wealth while developing your own book of business in a collaborative, growth-minded culture.

Responsibilities

• Build and grow a client base through networking, referrals, centers of influence, community involvement, and firm resources.
• Lead discovery meetings, create personalized financial plans, and recommend solutions across insurance (life, disability, long-term care) and investments (brokerage/advisory).
• Implement strategies, conduct ongoing reviews, and deliver high-touch client service.
• Partner with specialists in planning, investments, and insurance to address complex client needs.
• Use our integrated tech stack (planning tools, CRM) and follow compliance standards.
• Complete and maintain required licenses and continuing education (FINRA/state).

Experience

• Bachelor’s degree required; all majors welcome. Career changers encouraged to apply!!!
• Demonstrated interest or background in financial services, banking, or accounting is preferred but not required; training will be provided.
• Strong understanding of financial concepts including wealth management, asset management, and corporate accounting principles.
• Effective communication skills for explaining technical topics such as wills, trusts & estate law, and tax strategies clearly and confidently.
• Prior experience in sales or customer relationship management is advantageous but not mandatory; enthusiasm for learning is essential.
• Knowledge of research methods and familiarity with financial software tools will enhance your effectiveness in this role.
• A proactive attitude with a passion for helping others achieve their financial goals will set you apart.
• Join us as a Financial Advisor (Training Provided, Licensing Sponsored) to unlock your potential in the vibrant world of finance! This paid position offers comprehensive training programs designed to equip you with the skills needed for success while supporting your professional growth every step of the way.

Training, support, and benefits

• Licensing sponsored: Insurance (Life & Health) and Investments (SIE, Series 7, Series 63); dedicated study support and exam prep.
• Nationally ranked training, mentorship, coaching, and professional development at every career stage.
• Development stipends and expense allowance during ramp.
• Competitive benefits: medical, dental, vision, HSA, 401(k)/retirement plan, disability, paid training, parental leave, and flexible scheduling for client meetings.
• Leading platform: industry-recognized products and an integrated planning/CRM tech stack.
• Career paths: advanced planning, investment specialist, leadership/management, or continued growth as a client-facing advisor.
• Practice value: Build long-term value in your practice/client relationships [e.g., practice equity/contract value, subject to firm policies].

Compensation

• Variable compensation aligned to production, including commissions/fees, bonuses, and potential residuals.
• Training/development support via stipends/expense allowance during your initial ramp.
• First-year earnings vary based on activity and results (Average 1st year - $82,000)

Equal opportunity We’re committed to building an inclusive team. Northwestern Mutual is an equal opportunity employer. We welcome applicants from all backgrounds and do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status. If you need a reasonable accommodation during the application process, please let us know.

Disclosures Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (Milwaukee, WI) and its subsidiaries. Registered representatives of NMIS, member FINRA/SIPC. Investment advisory services offered through Northwestern Mutual Wealth Management Company, a federally registered investment adviser. Licensing required.

Pay: $82,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• By applying for this position, you are authorizing [Company Name] to obtain a consumer report from a consumer reporting agency for employment purposes. You understand that this authorization is required under the Fair Credit Reporting Act and Ohio law.

Education:

• Bachelor's (Required)

Location:

• Cincinnati, OH 45209 (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45209