Northwestern Mutual
Financial Advisor
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:
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your 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 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 provides a comprehensive training and development program throughout your career. 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 (average advisor annual earnings $61K–$119K; top 25% $137K–$250K).
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 – $250,000.00 per year.
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
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Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your 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 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 provides a comprehensive training and development program throughout your career. 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 (average advisor annual earnings $61K–$119K; top 25% $137K–$250K).
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 – $250,000.00 per year.
Seniority Level Entry level
Employment Type Full-time
Job Function Finance and Sales
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