Northwestern Mutual
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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.
Core Focus Areas
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
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. 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 $61 000 – $119 000 (based on 2018‑2023 company averages for representatives in the first 3 years)
Top 25 % advisor annual earnings of $137 000 – $250 000 (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.
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.
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 United States without sponsorship.
Posted Salary Range $61,000 – $250,000 per year.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Northwestern Mutual by 2x.
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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.
Core Focus Areas
Asset & Income Protection
Education Funding
Investment & Advisory Services
Trust Services
Retirement Solutions
Business Needs Analysis
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. 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 $61 000 – $119 000 (based on 2018‑2023 company averages for representatives in the first 3 years)
Top 25 % advisor annual earnings of $137 000 – $250 000 (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.
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.
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 United States without sponsorship.
Posted Salary Range $61,000 – $250,000 per year.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at Northwestern Mutual by 2x.
#J-18808-Ljbffr