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Northwestern Mutual

Financial Advisor (Lake Nona)

Northwestern Mutual, Orlando, Florida, us, 32885

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Sales, Recruitment, and Property Management Professional 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. As a financial advisor, you will:

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

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.

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 help 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.

Compensation Overview

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

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 preferred but not required

Entrepreneurial ambitions to be a business owner

History of success in relationship‑building or client‑facing roles

Desire for continuous learning and collaboration

Proficient critical thinking skills

Strong sense of motivation and drive

Legal authorization to work in the US without sponsorship

About Northwestern Mutual For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry‑leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

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 Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Company Strengths

Unsurpassed financial strength with total company assets of $366 billion

Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management

Forbes’ Best Employers for Diversity (2023)

Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index (2023)

2024 Training APEX Award winner

Legal and Licensing 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.

Legal Status of Advisors Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries, including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC (Investment Brokerage Services), a registered investment adviser, broker‑dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services).

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