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.
Begin a Career with:
Growth, early leadership tracks, and uncapped earning potential Impact in the lives of your clients through comprehensive financial planning Control over your time and calendar Income potential directly matching your effort and ambition Culture built 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
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Growth, early leadership tracks, and uncapped earning potential Impact in the lives of your clients through comprehensive financial planning Control over your time and calendar Income potential directly matching your effort and ambition Culture built 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
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