Northwestern Mutual
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your 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 be successful in building a financial planning practice that focuses on client attainment, holistic planning, and long‑term financial security.
Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
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 every client’s unique needs
Manage your client’s 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 has been 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. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue 1 :
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 2
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 You could be right for this opportunity if you have:
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 skillsStrong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Posted Salary Range USD $61,000.00 – $250,000.00 / Yr.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
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Planning Experience
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
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 every client’s unique needs
Manage your client’s 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 has been 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. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings and revenue 1 :
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 2
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 You could be right for this opportunity if you have:
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 skillsStrong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Posted Salary Range USD $61,000.00 – $250,000.00 / Yr.
Seniority level Entry level
Employment type Full‑time
Job function Finance and Sales
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