Financial Advisor

Financial Advisor

Join to apply for the Financial Advisor role at Northwestern Mutual located in Charlotte, NC.

Becoming a financial advisor at Northwestern Mutual offers the unique opportunity to start a business where you can help clients achieve their financial goals through comprehensive planning. You begin as a financial representative focused on client‑building and obtaining the necessary licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to build a successful practice.

Fundamental knowledge in financial planning, client service, and licensing is essential. Our curriculum supports your first three years in the business, providing industry expert instruction, client acquisition strategies, and access to our national network of tenured advisors.

• Grow your client base by making new connections, maintaining a strong referral network, and delivering a great client experience.
• Build personalized, holistic financial plans tailored to each client’s unique needs.
• Manage client financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

To become a financial advisor, you must obtain Life/Accident & Health certifications, Securities Industry Essentials (SIE), Series 6, 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement for course tuition and required books.

• Performance‑based earnings within a range of $61,000–$250,000 per year (average first–three‑year earners and top‑25% earners given).
• Additional income structure to support early development, renewal income, bonus programs, and expense allowances.
• Support for insurance licensing, SIE, Series 6, Series 7, Series 63, and more.
• Certified Financial Planner® licensing support.
• Fully company‑funded retirement package and pension plan.
• Competitive medical, vision, and dental plans.
• Life and disability income insurance.
• Parental benefits at every stage of family planning.

• 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 communication abilities.
• Strong sense of motivation and drive.
• Legal authorization to work in the U.S. without sponsorship.

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales

Note:

Our financial advisors operate as independent contractors for income tax purposes and as statutory employees for FICA purposes.