Associate Financial Advisor - Entry Level - On-site - USI Insurance : Job Details

An opportunity to be a part of our mission to work with clients as true partners to bring experiential understanding and specialized knowledge to their financial lives.

Canale Financial Group offers an exciting opportunity for recent graduates to embark on a rewarding career in finance.

Imagine leveraging the dedication, people-oriented approach, and relationship-building skills you've developed as a caddie and applying them to a rewarding career in finance. These attributes are highly transferable to a role as an Associate Finance Advisor. This unique opportunity will allow you to build your confidence, develop a professional network, and positively impact people's lives by helping them achieve financial freedom. Through our program, you'll gain firsthand knowledge of what it takes to build a financial planning practice while receiving mentorship from a boutique wealth management firm. Your compensation will be directly tied to your efforts and success.

*This role includes a 3-6 month training period in Chicago, with the potential transition to a full-time position in Rosemont, IL.

About Canale Financial GroupAt Canale Financial Group (Northwestern Mutual Private Client Group), we are dedicated to providing comprehensive financial planning services tailored to meet the unique needs of families, businesses, and individuals. Our client-centric approach ensures that each financial strategy we develop is customized to align with our clients' specific goals and aspirations. We are committed to building strong, long-term relationships based on trust, transparency, and personalized service.

Our team of experienced professionals prides itself on staying ahead of the evolving financial landscape, allowing us to deliver innovative and effective wealth management solutions. We take a holistic view of financial planning, ensuring all aspects of our clients' financial lives are in harmony to help them achieve their dreams. By leveraging our deep understanding of financial markets and trends, we empower our clients to make informed decisions for their future. At Canale Financial Group, we are not just advisors; we are clients' trusted partners dedicated to guiding them through the complexities of financial planning.

• Build your client base through prospecting and networking.
• Call on potential clients and set meetings to understand their financial goals.
• Shadow meetings with top clients and/or prospects.
• Learn operations, prepare plans, and offer recommendations.
• Get exposure to planning software platforms.
• Become licensed with your Life, Accident, and Health insurance license.
• Participate in coaching, training, and development meetings.
• Participate in case studies and receive direct mentorship from senior advisors.

Our comprehensive program allows you to grow your practice and complete necessary registrations and certifications, such as the Series 6 & 63 or CFP. Throughout the program, you will receive extensive training and have opportunities to shadow our team, learning operations, financial planning, and client servicing.

• Recent graduates with a bachelor's degree (May/June 2025).
• Entrepreneurial spirit and curiosity for sales.
• Interest in financial literacy and planning tools.
• Business savvy.

*This career opportunity and direct referral is intended for Evans Scholars.

To apply, please click HERE to email Niki Ahlstrand (Talent Acquisition Manager at Northwestern Mutual) and include your resume, affiliation with the Evans Scholars Foundation, and interest in the position. To provide additional support, Dan Puglisi (ESF Sr. Director, Career Services) is copied on the email.