Northwestern Mutual
Overview
Join to apply for the
Financial Advisor
role at
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: Education
— 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. Our program supports you through client-building, licensing, and training to build a holistic practice, including:
Planning Experience
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.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
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
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
Fully company-funded retirement package and pension plan
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
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries. NMIS, NMIS is an investment brokerage services, registered with FINRA/SIPC, and NMWMC provides investment advisory services. NM and its subsidiaries are headquartered in Milwaukee, WI.
Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Posted location: San Diego, CA
#J-18808-Ljbffr
Join to apply for the
Financial Advisor
role at
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: Education
— 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. Our program supports you through client-building, licensing, and training to build a holistic practice, including:
Planning Experience
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.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
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
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
Fully company-funded retirement package and pension plan
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
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for FICA tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries. NMIS, NMIS is an investment brokerage services, registered with FINRA/SIPC, and NMWMC provides investment advisory services. NM and its subsidiaries are headquartered in Milwaukee, WI.
Posted Salary Range: USD $61,000.00 - USD $250,000.00 /Yr.
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Posted location: San Diego, CA
#J-18808-Ljbffr