Financial Advisor
Northwestern Mutual, Minneapolis, MN, United States
Overview
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 build a financial planning practice that focuses on asset and income protection, education funding, investment and advisory services, trust services, retirement solutions, and 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—so you can 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 each client’s unique needs.
Manage clients’ financial plans to help them achieve their goals.
Grow relationships with clients to support them through every life stage.
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. The award‑winning curriculum supports your first three years in the business, including industry expert sessions, client acquisition strategies, and access to a national network of tenured financial advisors.
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 or reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings: average advisor annual earnings of $61k–$119k (first three years); top 25% earn $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, SIE, Series 6, 7, 63, and more.
Certified Financial Planner licensing support.
Fully company‑funded retirement package and pension plan.
Competitive 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 ambition 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 United States without sponsorship.
Northwestern Mutual Financial Representatives are valued partners and proud business owners. They are considered independent contractors for income‑tax purposes and statutory employees for Federal Insurance Contributions Act (FICA) tax purposes.
Posted Salary Range: USD $61,000.00 – $250,000.00 per year.
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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 build a financial planning practice that focuses on asset and income protection, education funding, investment and advisory services, trust services, retirement solutions, and 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—so you can 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 each client’s unique needs.
Manage clients’ financial plans to help them achieve their goals.
Grow relationships with clients to support them through every life stage.
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. The award‑winning curriculum supports your first three years in the business, including industry expert sessions, client acquisition strategies, and access to a national network of tenured financial advisors.
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 or reimbursement for course tuition fees and books.
Compensation & Benefits
Performance‑based earnings: average advisor annual earnings of $61k–$119k (first three years); top 25% earn $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, SIE, Series 6, 7, 63, and more.
Certified Financial Planner licensing support.
Fully company‑funded retirement package and pension plan.
Competitive 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 ambition 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 United States without sponsorship.
Northwestern Mutual Financial Representatives are valued partners and proud business owners. They are considered independent contractors for income‑tax purposes and statutory employees for Federal Insurance Contributions Act (FICA) tax purposes.
Posted Salary Range: USD $61,000.00 – $250,000.00 per year.
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