Northwestern Mutual
Financial Advisor role at Northwestern Mutual
Overview Become a client‑focused financial advisor building a business around comprehensive financial planning. You begin as a representative focused on client building and obtaining required licenses.
Education & Training Northwestern Mutual provides a comprehensive curriculum, access to a national network of experienced advisors, and pre‑payment of course tuition for the following licenses:
Life/Accident & Health certifications
Securities Industry Essentials (SIE)
Series 6, Series 7, and Series 63
Certified Financial Planner® support (optional)
Responsibilities
Grow your client base by developing new connections, maintaining a strong referral network, and delivering a superior client experience.
Build personalized, holistic financial plans tailored to each client’s unique needs.
Manage client plans to help achieve financial goals.
Cultivate long‑term client relationships through all life stages.
Qualifications
Bachelor’s degree.
Entrepreneurial mindset and ambition to own and grow a practice.
Experience in relationship‑building or client‑facing roles.
Excellent time‑management and critical‑thinking skills.
Strong communication and drive.
Legal authorization to work in the U.S. without sponsorship.
Compensation & Benefits
Performance‑based earnings:
Average advisor: $61 000–$119 000 (first 3 years)
Top 25% advisor: $137 000–$250 000 (first 3 years)
Renewal income for continued client support and policy management.
Bonus programs and expense allowances.
Support for insurance licensing and securities education.
Company‑funded retirement package and pension plan.
Comprehensive medical, vision, and dental plans.
Life and disability insurance.
Parental benefits.
Salary Range USD $61,000 – $250,000 per year.
Employment type Full‑time
Seniority level Entry level
Job function Finance and Sales
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Overview Become a client‑focused financial advisor building a business around comprehensive financial planning. You begin as a representative focused on client building and obtaining required licenses.
Education & Training Northwestern Mutual provides a comprehensive curriculum, access to a national network of experienced advisors, and pre‑payment of course tuition for the following licenses:
Life/Accident & Health certifications
Securities Industry Essentials (SIE)
Series 6, Series 7, and Series 63
Certified Financial Planner® support (optional)
Responsibilities
Grow your client base by developing new connections, maintaining a strong referral network, and delivering a superior client experience.
Build personalized, holistic financial plans tailored to each client’s unique needs.
Manage client plans to help achieve financial goals.
Cultivate long‑term client relationships through all life stages.
Qualifications
Bachelor’s degree.
Entrepreneurial mindset and ambition to own and grow a practice.
Experience in relationship‑building or client‑facing roles.
Excellent time‑management and critical‑thinking skills.
Strong communication and drive.
Legal authorization to work in the U.S. without sponsorship.
Compensation & Benefits
Performance‑based earnings:
Average advisor: $61 000–$119 000 (first 3 years)
Top 25% advisor: $137 000–$250 000 (first 3 years)
Renewal income for continued client support and policy management.
Bonus programs and expense allowances.
Support for insurance licensing and securities education.
Company‑funded retirement package and pension plan.
Comprehensive medical, vision, and dental plans.
Life and disability insurance.
Parental benefits.
Salary Range USD $61,000 – $250,000 per year.
Employment type Full‑time
Seniority level Entry level
Job function Finance and Sales
#J-18808-Ljbffr