Financial Advisor

Becoming a Financial Advisor

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.

• 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 each 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. To become a financial advisor, you must obtain the following licenses:
Life/Accident & Health Certifications, Securities Industry Essentials, Series 6, 7, and 63.

• Performance-based earnings and revenue:
  • Average advisor annual earnings of $61,000-$119,000 (based on  company average for representatives in the first 3 years).
  • Top 25% advisor annual earnings of $137,000-$250,000 (based on  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 medical, vision, and dental plans.
• Life Insurance and Disability Income Insurance.
• Parental benefits at every stage of family planning.

• 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.

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.

Northwestern Mutual Financial Representatives are independent contractors for income tax purposes and statutory employees for Federal Insurance Contributions Act tax purposes.