Financial Advisor - Paramus NJ

Job Description

Financial Advisor (Training Provided) Paramus, NJ (Bergen County)

About the role At Northwestern Mutual, you'll run your own advisory practice with a network behind you. Based in Paramus, you'll have access to Bergen County's diverse, affluent neighborhoods and easy connections to New York City-ideal for building a client base fast. If you're entrepreneurial, relationship driven, and motivated to make a real impact, this is a place to build a career that's yours. No prior financial services experience required; we provide full training and licensing support.

What you'll do:

• Meet with individuals, families, and local business owners to understand goals and build tailored financial plans
• Grow a client book through networking, referrals, community events, and local partnerships
• Use Northwestern Mutual's planning tools and internal experts to deliver premium solutions
• Complete licensing and certification (we sponsor and support exam prep)
• Manage and scale a business-set your schedule and income goals

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network
• Build personalized, holistic financial plans tailored to every client's unique needs.
• Manage your clients' financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Northwestern Mutual Training Program Overview

The Training & Development Program includes a 3-week training course at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. Award-Winning Curriculum, Learning from Industry Experts, Client Acquisition Skills, Support from Experienced Advisors and Benefits of Joining Northwestern Mutual.

Qualifications - What sets you up for success?

• People-first relationship builder: 3+ years in sales, client service, recruiting, fundraising, or other relationship-focused roles-or equivalent entrepreneurial/leadership experience. Career changers welcome.
• Entrepreneurial drive: you enjoy building something of your own, setting goals, and taking consistent action. You're proactive with outreach and comfortable following a proven playbook.
• Clear, confident communicator: you listen well and can translate complex topics (financial planning, insurance, retirement) into simple, actionable conversations.
• Coachable and growth minded: open to feedback, eager to learn, and ready to pursue industry licenses (we sponsor and provide exam prep).
• Creative problem solver: resourceful and adaptable in a fast paced, client facing environment; you spot opportunities and bring solutions.
• Organized self starter: strong follow through, pipeline management, and attention to detail; you work independently with the support of a team.
• Community oriented networker: willing to attend local events and meet clients where they are (typically up to 0-25% local travel; you control your schedule).
• Prospecting confidence: comfortable using warm introductions, social selling, market research, and sales tools to identify and engage new clients.
• Resilience and grit: consistent activity and a long term mindset-motivated to build a book of businesses.

Nice to have (not required):

• Bachelor's degree or equivalent experience.
• Existing NJ life/health and/or securities licenses (SIE, Series 6/7, 63/66)-or a desire to earn them (we sponsor).
• Experience serving small business owners, families, or multicultural markets; bilingual skills are a plus.
• Local ties in Bergen County/NY metro area and familiarity with community or professional networks.

Note: Prior financial services experience is not required, we'll train you, sponsor required licenses and support you with mentorship and proven tools.

Compensation & Benefits:

• Renewal income earned for continued client support and policy management.
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more.
• Certified Financial Planner licensing support2
• Life Insurance and Disability Income Insurance
• Support for SIE, Series 6, Series 63 registrations
• Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan.