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Cody J Beatty

3 jobs near Columbus, OH

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their ...

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their ...

CODY J BEATTY

Financial Advisor

Upper Arlington, OH · On-site

$65K - $200K/yr

Benefits: * 401(k) * 401(k) matching * Bonus based on performance * Company parties * Dental insurance * Flexible schedule * Health insurance * Opportunity for advancement * Profit sharing * Training ...

Financial Advisor

Upper Arlington, OH • On-site

CODY J BEATTY
See more jobs at CODY J BEATTYexternal

$65K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Key responsibilities

  • Build and maintain client financial plans, providing advice tailored to clients' needs.

  • Acquire new clients and develop relationships to grow the business.

  • Present financial solutions and influence clients to take action based on expert recommendations.

Job description

Job description:
Financial Advisors at Northwestern Mutual-Upper Arlington 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 best-in-class advisors, mentors, and products.
Enhance your practice with industry-leading risk products, advisory & portfolio management solutions, Concierge Planning Services, Advanced Planning Team, marketing consultation & resource center, and national brand campaigns. Northwestern Mutual offers career-long support and growth including concentrated training for those interested in leadership roles, specialized advisory, and teaming.
 
With access to both local and nationwide experts and leaders, you will be surrounded with resources to help you serve any client, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Distribution Strategies - Business Needs Analysis - Succession and Generational Planning
 
As a Northwestern Mutual Financial Advisor:
1. Build—Work to build your knowledge of NM financial products and market trends. With a more personal approach, develop stronger relationships with your clients and network to grow your business alongside a Fortune 100 company.
2. Educate—Educate yourself beyond training with sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. Own—Take ownership of development and management of the business as you to scale an enduring firm. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
 
Compensation & Benefits
· Competitive grid rates
· Production-based compensation
· Bonus programs and expense allowances
· Support for continuing education; e.g. CFP®, ChFC®, RICP®
· Retirement Package and Pension Plan
· Medical, Dental, Vision, Life Insurance and Disability Income Insurance
· Family Planning
 
You could be right for this opportunity if you have:
· 4-year degree from an accredited institution; MBA preferred
· Series 6 or 7 and Series 63 or 66
· Proven success in the investment business and possesses a strong understanding of comprehensive financial planning concepts
· Desire for continuous learning
· Prior management or business ownership experience preferred
· Legal authorization to work in the US without sponsorship
 
Are you ready to change your life and the lives of your clients? Apply now!
About Us
For nearly 170 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 Advisors are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
 
Why join Northwestern Mutual:
· Fortune 100 company (2025)
· Forbes' Best Employers for Diversity (2018-2025)
· Forbes' Best Insurance Companies (2026)
· Top 10 US Independent Broker-Dealers1
· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2025)
· $335 billion (retail investment client assets held or managed)
 
Job Type: Full-time
 
Benefits:
  • 401(k)
  • Dental insurance
  • Financial planning services
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid training
  • Parental leave
  • Retirement plan
  • Vision insurance
Education:
  • Bachelor's (Preferred)
Ability to Commute:
  • Columbus, OH 43221 (Required)
Work Location: In person