CPA with Advisor Opportunity at NWM
I am a CPA (getting my CFP by YE) — with experience in UHNW Family Office, Public Accounting, and now Financial Industry.
I recently took a position as a planning analyst at a $1bn firm under Northwestern Mutual, the firm leads with planning — we do estate, business, and risk planning.
They offer me the opportunity to go full-time advisor with a $100k base salary and approximately $75k in bonuses (internal financing). Overtime, the projection is for me to pay my internal debt with my production and recurring revenue while substantially increasing my take-home pay.
I am highly confident in my ability to help people in the financial industry and as a CPA, I have a marketing point that many advisors don’t have — my struggle is that I am not 100% sure that NWM is the firm I want to do it under due to its limitations. Is this a genuine concern or does it look like a great opportunity?