Candidates not currently residing in the Sacramento area WILL NOT be considered for this role . Please apply to your local office here: https://opportunities.northwesternmutual.com/financial-advisors
Begin a Career with
Growth
early leadership tracks, and uncapped earning potential
Impact
in the lives of your communities and clients through comprehensive financial planning
Increasing Flexibility
over your time and calendar
Income
potential directly matching your effort and ambition
Culture
built on exceptional training, office activities, collaboration, and community involvement and philanthropy
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide.
Role Functions The role involves providing expert guidance to meet the comprehensive financial planning needs of individuals and businesses.
Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.).
Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
Compensation and Benefits
Sales commissions and renewal revenues
Monthly KPI bonuses up to $30,000 in first 6 months
New-client and client-retention bonuses
Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)
Average and Top Performer Income Year 1 | $82,000 - $136,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Qualifications
4-year degree or equivalent professional work experience
History of success in sales, athletics, military, client services, or general client-facing roles
Strong interpersonal and relationship-building skills
Sales and client management experience is a plus
Ability to work independently and as part of a collaborative team
Passion for helping clients achieve financial security
Legal authorization to work in the US for 5+ years without sponsorship
Unsurpassed financial strength with total company assets of $366 billion
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Forbes’ Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
Job Type: Full-time
Pay: $82,000 - $136,000 per year
401(k)
Employee assistance program
Health insurance
Life insurance
Parental leave
Referral program
Vision insurance
Referrals increase your chances of interviewing at Northwestern Mutual by 2x.
Get notified about new Financial Representative jobs in
Sacramento, CA .
#J-18808-Ljbffr
Begin a Career with
Growth
early leadership tracks, and uncapped earning potential
Impact
in the lives of your communities and clients through comprehensive financial planning
Increasing Flexibility
over your time and calendar
Income
potential directly matching your effort and ambition
Culture
built on exceptional training, office activities, collaboration, and community involvement and philanthropy
Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide.
Role Functions The role involves providing expert guidance to meet the comprehensive financial planning needs of individuals and businesses.
Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.).
Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
Compensation and Benefits
Sales commissions and renewal revenues
Monthly KPI bonuses up to $30,000 in first 6 months
New-client and client-retention bonuses
Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)
Average and Top Performer Income Year 1 | $82,000 - $136,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Qualifications
4-year degree or equivalent professional work experience
History of success in sales, athletics, military, client services, or general client-facing roles
Strong interpersonal and relationship-building skills
Sales and client management experience is a plus
Ability to work independently and as part of a collaborative team
Passion for helping clients achieve financial security
Legal authorization to work in the US for 5+ years without sponsorship
Unsurpassed financial strength with total company assets of $366 billion
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Forbes’ Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner
Job Type: Full-time
Pay: $82,000 - $136,000 per year
401(k)
Employee assistance program
Health insurance
Life insurance
Parental leave
Referral program
Vision insurance
Referrals increase your chances of interviewing at Northwestern Mutual by 2x.
Get notified about new Financial Representative jobs in
Sacramento, CA .
#J-18808-Ljbffr