Northwestern Mutual
Education & Training
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to build a successful financial planning practice that focuses on:
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—to have a bigger impact on clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to each client’s unique needs
Manage clients’ financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, Licensing & Designations Northwestern Mutual is recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. To become a financial advisor, you must obtain the following licenses:
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, 7, and 63
Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings of $61K‑$119K (based on 2018‑2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K‑$250K (based on 2018‑2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
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 support
Fully company‑funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Qualifications
Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship‑building or client‑facing roles
Excellent time‑management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Posted Salary Range USD $61,000.00 – USD $250,000.00 per year.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to build a successful financial planning practice that focuses on:
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—to have a bigger impact on clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure.
Responsibilities
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to each client’s unique needs
Manage clients’ financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, Licensing & Designations Northwestern Mutual is recognized for maintaining one of the best‑trained sales forces in the country. We are committed to your continued training and development throughout your career. To become a financial advisor, you must obtain the following licenses:
Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, 7, and 63
Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue:
Average advisor annual earnings of $61K‑$119K (based on 2018‑2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K‑$250K (based on 2018‑2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
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 support
Fully company‑funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning
Qualifications
Bachelor’s degree
Entrepreneurial ambitions to be a business owner
History of success in relationship‑building or client‑facing roles
Excellent time‑management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Posted Salary Range USD $61,000.00 – USD $250,000.00 per year.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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