Financial Advisor Trainee
Northwestern Mutual, Roseville, CA, United States
Financial Advisors at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, and more. A brief cover letter introducing your interest and qualifications is encouraged.
Begin a Career with:
Growth,early leadership tracks, and uncapped earning potential Impactin the lives of your clients through comprehensive financial planning Controlover your time and calendar Incomepotential directly matching your effort and ambition Culturebuilt on exceptional training, support, development, diversity, and fun! Role Functions:
Provide 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 Weekly KPI bonuses up to $22,000/year New-client and client-retention bonuses Comprehensive health, vision, and dental insurance Company-funded retirement package Group life insurance and disability income insurance Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring) Average and Top Performer Income:
Average - Top 25% Year 1 | $74,000 - $128,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Some of our Accolades Include:
Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting Forbes: America's Best Insurance Companies, 2026 Forbes: Best Whole Life Insurance Companies, 2025 The Wall Street Journal: Best Whole Life Insurance Companies, 2025 Fortune "World's Most Admired Companies" Selling Power Magazine '50 Best Companies to Sell For' BusinessWeek Magazine "50 Best Places to Launch a Career" Top 5 independent broker-dealer in the Unites States Industry-leading financial strength ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor's: AA+, Moody's Investors Service: Aaa)
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Growth,early leadership tracks, and uncapped earning potential Impactin the lives of your clients through comprehensive financial planning Controlover your time and calendar Incomepotential directly matching your effort and ambition Culturebuilt on exceptional training, support, development, diversity, and fun! Role Functions:
Provide 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 Weekly KPI bonuses up to $22,000/year New-client and client-retention bonuses Comprehensive health, vision, and dental insurance Company-funded retirement package Group life insurance and disability income insurance Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring) Average and Top Performer Income:
Average - Top 25% Year 1 | $74,000 - $128,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Some of our Accolades Include:
Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting Forbes: America's Best Insurance Companies, 2026 Forbes: Best Whole Life Insurance Companies, 2025 The Wall Street Journal: Best Whole Life Insurance Companies, 2025 Fortune "World's Most Admired Companies" Selling Power Magazine '50 Best Companies to Sell For' BusinessWeek Magazine "50 Best Places to Launch a Career" Top 5 independent broker-dealer in the Unites States Industry-leading financial strength ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor's: AA+, Moody's Investors Service: Aaa)
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