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CBRE

Senior Finance Manager (Remote - EST or CST)

Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience <ul> <li> Asset &amp; Income Protection</li> <li> Education Funding</li> <li> Investment &amp; Advisory Services</li> <li> Trust Services</li> <li> Retirement Solutions</li> <li> Business Needs Analysis </li> </ul>Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: <ul> <li> Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience </li> <li> Build personalized, holistic financial plans tailored to every client’s unique needs </li> <li> Manage your client’s financial plans to help them achieve their goals </li> <li> Grow relationships with clients to support them through every stage of life </li> </ul> Training, licensing &amp; designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident &amp; Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation &amp; Benefits <ul> <li> Performance-based earnings and revenue 1 :</li> <ul> <li> A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) </li> <li> Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) </li> </ul> <li> Additional income structure to support training and early development </li> <li> Renewal income earned for continued client support and policy management </li> <li> Bonus programs and expense allowances </li> <li> Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more </li> <li> Certified Financial Planner® licensing support 2 </li> <li> Fully company-funded retirement package and pension plan </li> <li> Competitive and comprehensive medical, vision, and dental plans </li> <li> Life Insurance and Disability Income Insurance </li> <li> Parental benefits at every stage of family planning </li> </ul> Qualifications You could be right for this opportunity if you have: <ul> <li> Bachelor’s degree </li> <li> Entrepreneurial ambitions to be a business owner </li> <li> History of success in relationship-building or client-facing roles </li> <li> Excellent time-management skills </li> <li> Desire for continuous learning and collaboration </li> <li> Proficient critical thinking skills </li> <li> Strong communicator </li> <li> Strong sense of motivation and drive </li> <li> Legal authorization to work in the US without sponsorship </li> </ul>Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. <ul><li>Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. </li></ul>1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Northwestern Mutual

Financial Advisor

Financial Advisor/Wealth Management Advisor Career Description: Financial Advisor Role at Northwestern Mutual, New York We are seeking an eager, strategic, and definitive candidates to fill an open Financial Advisor Role that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to helping others in a role that is very lucrative, and this sounds like a good fit, please apply! At our New York location representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success. Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice in an open architecture setting while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors. PERKS AT GLANCE <ul> <li>Flexibility - Have the ability to set your schedule and achieve work/life balance</li> <li>Growth/Development - There are various paths within this career and we are devoted to helping each person grow personally, professionally, and financially</li> <li>Culture - Be a part of our "work hard, play hard" office culture. We are an inclusive and diverse family-oriented team. Individually and collectively, we are driven to make a positive impact on people's lives and our communities.</li> <li>Benefits - full comprehensive benefits</li> </ul> Why join Northwestern Mutual: <ul> <li>#90, Fortune 100 company (2021)</li> <li>Forbes' Best Employers for Diversity (2018-2020)</li> <li>Top 10 US Independent Broker-Dealers1</li> <li>#1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness</li> <li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)</li> <li>$224 billion (retail investment client assets held or managed)</li> </ul> Job Responsibilities: <ul> <li>Connecting with potential clients; being sensitive to their needs and true desires</li> <li>Serve as the connection to clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions</li> <li>Training and guidance from our leadership team and enrollment in an individual mentorship program</li> </ul> Job Qualifications: <ul> <li>4-year College Degree or higher</li> <li>Legal authorization to work in the US without sponsorship</li> <li>A pleasant attitude and dependable judgment</li> <li>Values of integrity and honesty</li> <li>Excellent communicator and relationship builder</li> <li>Ability to work independently with a self starter mindset</li> <li>A basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary</li> <li>Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients</li> </ul> Compensation is 100% commission. In addition, you may become eligible for the following benefits: <ul> <li>Commission structure to support early development</li> <li>Bonus programs and Production Allowance</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®</li> <li>Retirement Package and Pension Plan</li> <li>Medical, Dental, Vision, Life Insurance and Disability Income Insurance</li> <li>Family Planning</li> </ul> Job Type: Full-time Average Income: $82,000.00 - $113,000.00 per year Benefits: <ul> <li>401(k)</li> <li>Dental insurance</li> <li>Flexible schedule</li> <li>Health insurance</li> <li>Vision insurance</li> </ul> Schedule: <ul><li>Monday to Friday</li></ul> Ability to commute/relocate: <ul><li>New York, NY 10022: Reliably commute or planning to relocate before starting work (Required)</li></ul> Experience: <ul><li>Financial concepts: 1 year (Preferred)</li></ul>

Private Wealth Management Advisor Trainee

About the job We are seeking several financial representatives who assists individuals managing their financial affairs. Their primary role is to provide expert advice and guidance regarding various financial matters to help clients achieve their financial goals. We are looking to hire 10 highly talented individuals to join our Team as Financial Advisors. Financial Representatives at Northwestern Mutual - NYC help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to Personal Planning Analysis - Asset &amp; Income Protection - Education Funding - Investment &amp; Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis. During the selection process you will meet with the Managing Director, Associate Managing Director, and District Director of Development Officer. If you believe your purpose revolves around educating others to improve, sustain or grow their wealth we ask that you submit your resume for consideration. As a Northwestern Mutual Financial Representative: 1. Build—Work to build a client base by growing relationships with your network and developing knowledge of NM financial products and market trends. 2. Educate—Educate yourself beyond training through sponsored licensing and registration and ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. 3. Influence— Your expertise is a powerful tool. By presenting clients with the opportunity to protect and prosper, you can drive them to action through your expert influence and recommendations. 4. Own—As you master your craft and build a team, take ownership of the development and management of the business. Review and maintain client financial plans, providing optimum advice for your clients’ needs. About Us: At Northwestern Mutual, Financial Representatives strive to understand their client's goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career, our financial representatives are supported by our network of specialists, training programs, and mentoring opportunities to help their clients and build practices. Learn More About Us: Our website: <a href="https://www.northwesternmutual.com/office/il/hyde-park/87809909/" target="_blank">https://www.northwesternmutual.com/office/il/hyde-park/87809909/</a> Compensation &amp; Benefits *Commission -1099 role*- (Similar to owning a business, which is based on revenue generated. This is NOT a salary position) there is a generous stipend program investment for 6 month to launch your practice <ul> <li>Exact compensation may vary based on skills, experience, and location</li> <li>Income range (Similar to owning a business, which is based on revenue generated. This is NOT a salary position)</li> <li>Potential Earnings: </li> </ul> (1-4 Years) $92,597 - $152,711/annually 5+yrs $740,000-$1,686,307/annually Featured Benefits (Employer Provided) <ul> <li>Medical, Dental, Vision, Life Insurance and Disability Income Insurance</li> <li>Flexible spending account</li> <li>Health insurance</li> <li>Health savings account</li> <li>Life insurance</li> <li>Disability Insurance</li> <li>Professional development assistance</li> <li>Pension</li> <li>Commission structure to support early development</li> <li>Renewable income</li> <li>Bonus programs and expense allowances</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more</li> <li>Retirement Package and Pension Plan</li> <li>Family Planning</li> </ul> You could be right for this opportunity if you have: <ul> <li>4-year degree; or equivalent professional work experience</li> <li>Entrepreneurial ambitions, or a desire to own something that you can past down to family someday.</li> <li>History of success in sales, athletics, military, client services, or client-facing roles</li> <li>Excellent time-management skills</li> <li>Desire for continuous learning</li> <li>Legal authorization to work in the US without ever needing sponsorship</li> <li>Leaving a lasting legacy for generations to come</li> </ul>

Wealth Management Associate

Northwestern Mutual seeks a Financial Advisor to join our Midtown Manhattan offices. Reporting to the Managing Director of the New York office, this is an exciting opportunity open to individuals seeking to begin a career in financial services, including recent college graduates, as well experienced candidates and career-changers. As a Financial Advisor, you will prospect for clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment strategies, risk management, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. Responsibilities include: Business Development: establishing relationships with new clients through leads, referrals, and calls Meeting with clients to discuss financial planning, including investment management and insurance Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals Day-to-day client relationship management and financial advisory Qualifications: Bachelor’s degree or equivalent work experience Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.) Excellent communication and interpersonal skills Interest in the Financial Services sector Prior financial services experience is *not* required, and recent graduates are also invited to apply. Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. Whether you are a recent graduate ready to embark on a career in Financial Services or are an experienced candidate seeking a career change or a new challenge, this is an excellent opportunity to thrive in the world of risk management, investments, and wealth management. Our award-winning training program provides you with everything you need to know to succeed in this career, so no prior Financial Advisor experience is needed. This position starts out as onsite at our Midtown Manhattan offices, Monday – Friday, regular business hours. Must live within commuting distance of our office or be able to relocate to the NYC metro area prior to start. *Compensation is 100% commission-based, plus stipends and bonuses.* Average first-year Financial Advisor compensation for this office is $80,000 - $110,000. Benefits: Medical, dental, vision, and pension plan. About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for over 165 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $335 billion in client assets under management and $38 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Entry Level Financial Advisor

<h2 id="who-we-are">Who we are </h2> About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team As we continue to expand our product suite and global presence, we are looking for an insightful and analytical individual to be the financial and strategic partner to the product teams focused on building Stripe’s growing suite of Payment products. This is an opportunity to contribute to the long-term growth potential of Stripe’s Terminal product within the Payment business, the Terminal product allows businesses to accept in person payments using card readers. Your work will be highly visible to Stripe leadership, and will drive key insights and decisions for product teams and executive discussions. The ideal candidate is a self starter, strategic thinking, excellent communicator, and thrives in a fast paced environment. <h2 id="what-youll-do">What you’ll do</h2> We're looking for a F&amp;S Analyst to join our growing team. This individual will help us with the forecasting budgeting and reporting for various departments accurately and in a timely manner and deliver improvements in our integrated financial systems with business partners, financial colleagues, and engineers. Responsibilities <ul> <li>Facilitate strategic and financial planning processes for the Terminal product group including business reviews, budgeting, forecasting, and opex planning. You will help drive alignment with Business leadership and improve processes to enable growth and scale. </li> <li>Support our hardware strategy including demand forecast, inventory management and device roadmap. </li> <li>Manage Hardware cash flows and review key accounting processes (e.g. inventory impairment, FIFO methodology, cost allocation) for both Stripe Terminal and subsidiary BBPOS. </li> <li>Provide analytical rigor and bring strategic leadership to operational initiatives (e.g., you quantify the size of an opportunity that would require cross-functional partnership to address, and effectively collaborate with key stakeholders). </li> <li>Own requirements gathering to identify and drive reporting systems and tools needed to effectively scale with business growth. </li> <li>Build and own detailed models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy. </li> <li>Drive continuous process improvement, standardization, simplification and reporting enhancements. </li> </ul> <h2 id="who-you-are">Who you are</h2> We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. Minimum requirements <ul> <li>7+ years of relevant experience within strategic finance, ideally at a high-growth technology company. Investment banking, management consulting and/or private equity experience will also be considered. </li> <li>Experience working with hardware or physical goods &amp; products. </li> <li>Extensive experience building detailed financial analysis that is used to drive business decisions. </li> <li>A proven ability to build strong collaborative working relationships with business partners; you are seen as a trusted and objective advisor. </li> <li>An enthusiastic "roll up your sleeves" mentality. </li> <li>A proven ability to be a self-starter capable of driving business results without significant supervision. </li> <li>The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment. </li> <li>Excellent verbal and written communication skills. </li> <li>Experience with SQL or a willingness to learn is a must. </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $133,800 - $200,700. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations New York, South San Francisco HQ, Seattle, or Chicago Remote locations Remote in United States Team Finance &amp; Strategy Job type Full time <a href="#"> Apply for this role </a>

Stripe

Product Finance & Strategy, Terminal

<h2 id="who-we-are">Who we are</h2> <h3 id="about-stripe">About Stripe</h3> Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. <h3 id="about-the-team">About the team</h3> The Finance &amp; Strategy team is an integral thought partner to Stripe’s core functional leaders. We bring understanding and predictability to Stripe’s bottom line financials. We work cross functionally across many surfaces at Stripe and help steward Stripe’s resource investments to improve the durability of our long term financial performance. <h2 id="what-youll-do">What you’ll do</h2> You’ll partner with the Connect product team, supporting the strategy for our platform and marketplace users. You’ll be a strategic partner and trusted advisor that helps the business to achieve their goals through rigorous financial analysis, forecasting, budgeting and reporting. You’ll work with cross-functional partners including finance, data science and engineering to make improvements to our financial systems and develop sustainable processes to help run the business. <h3 id="responsibilities">Responsibilities</h3> <ul> <li>Influence key strategic decisions and investments through rigorous financial analysis (e.g. foundational investments or business model shifts). </li> <li>Partner with senior product leaders to understand their top priorities and align your strategic objectives accordingly. </li> <li>Drive reporting, process and discipline for finance routines to shape and influence decision-making (e.g. budget, forecast, business reviews, long-range plans). </li> <li>Build and own models for in-depth analyses, ensuring their quality, timeliness, and accuracy. </li> <li>Define metrics and leading indicators of business performance. Partner with cross-functional teams to develop reporting to monitor these metrics. </li> <li>Identify and communicate actionable insights based on financial analysis and reporting tied to business drivers. </li> <li>Drive continuous process improvement, standardization, simplification and reporting enhancements. </li> </ul> <h2 id="who-you-are">Who you are</h2> We're looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus, not a requirement. <h3 id="minimum-requirements">Minimum requirements</h3> <ul> <li>10+ years of relevant experience in strategic finance or FP&amp;A </li> <li>Exceptional analytical capabilities and business acumen, with the ability to simplify and distill complex information in a rigorous but consumable way </li> <li>A proven ability to build strong collaborative working relationships with business partners; you are seen as a trusted and objective advisor </li> <li>An enthusiastic “roll up your sleeves” mentality to go deep into business analysis and understand details while managing Exec-level communication </li> <li>The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment </li> <li>Excellent problem-solving skills and demonstrated ability to work independently, analyze problems and data sets to make complex investigation decisions </li> <li>A keen analytical eye and experience building integrated models from scratch (in Excel or other planning applications) </li> <li>Independently extract, analyze and evaluate information from various data sources through proficiency in SQL </li> <li>Excellent verbal and written communication skills </li> </ul> <h3 id="preferred-qualifications">Preferred qualifications</h3> <ul> <li>Experience working at a high-growth technology or financial services company </li> <li>Experience supporting a Product function </li> <li>Oracle, Anaplan, Tableau or other equivalent application experience </li> <li>Experience with Python or a willingness to learn </li> <li>Experience in data visualization and dashboarding </li> </ul> This role is available either in an office or a remote location (typically, 35+ miles or 56+ km from a Stripe office). Office-assigned Stripes spend at least 50% of the time in a given month in their local office or with users. This hits a balance between bringing people together for in-person collaboration and learning from each other, while supporting flexibility about how to do this in a way that makes sense for individuals and their teams. A remote location, in most cases, is defined as being 35 miles (56 kilometers) or more from one of our offices. While you would be welcome to come into the office for team/business meetings, on-sites, meet-ups, and events, our expectation is you would regularly work from home rather than a Stripe office. Stripe does not cover the cost of relocating to a remote location. We encourage you to apply for roles that match the location where you currently or plan to live. The annual US base salary range for this role is $166,500 - $249,800. For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. This salary range may be inclusive of several career levels at Stripe and will be narrowed during the interview process based on a number of factors, including the candidate’s experience, qualifications, and location. Applicants interested in this role and who are not located in the US may request the annual salary range for their location during the interview process. Additional benefits for this role may include: equity, company bonus or sales commissions/bonuses; 401(k) plan; medical, dental, and vision benefits; and wellness stipends. Office locations New York, South San Francisco HQ, or Seattle Remote locations Remote in United States Job type Full time <a href="#"> Apply for this role </a>

Finance & Strategy Lead, Money as a Service

Financial Advisor As business owners, Financial Advisors at Northwestern Mutual Salt Lake City help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset &amp; Income Protection - Education Funding - Investment &amp; Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: <ul> <li> Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. </li> <li> Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. </li> <li> Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. </li> <li> Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs. </li> </ul> Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business. Compensation &amp; Benefits <ul> <li>Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)</li> <li>Additional income structure to support training and early development</li> <li>Renewal income earned for continued client support and policy management</li> <li>Bonus programs and expense allowances</li> <li>Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more</li> <li>NM-Funded Retirement Package and Pension Plan </li> <li>Competitive and comprehensive medical, vision, and dental plans</li> <li>Life Insurance and Disability Income Insurance </li> <li>Parental benefits at every stage of family planning</li> </ul> <li> You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience <ul> <li>Entrepreneurial ambitions </li> <li>History of success in relationship-building or client-facing roles </li> <li>Excellent time-management skills </li> <li>Desire for continuous learning and collaboration</li> <li>Proficient critical thinking and communication competencies</li> <li>Legal authorization to work in the US without sponsorship </li> </ul> About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) <ul> <li>Forbes’ Best Employers for Diversity (2018-2021) </li> <li>Top 10 US Independent Broker-Dealers2 </li> <li>#1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets </li> <li>Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) </li> <li>$257 billion retail investment client assets held or managed by Northwestern Mutual 4 </li> </ul> Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023 </li>

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