Financial Advisor

Financial Advisor | Northwestern Mutual

Become a financial advisor at Northwestern Mutual and build a business that helps clients achieve their goals through comprehensive financial planning. As a financial representative, you will focus on client building, obtaining necessary licenses, and delivering holistic financial plans that cover investments, insurance, and annuities.

Our award‑winning training equips you with the skills and development strategies needed to grow a successful financial planning practice. Focus areas include:

• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

• 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.

Our curriculum supports your first three years in the business and includes industry expert presentations, client acquisition training, and a national network of experienced advisors.

Required licenses:
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6, Series 7, and Series 63. Northwestern Mutual reimburses course tuition fees and books.

• Performance‑based earnings with potential annual earnings of $61,000‑$119,000 in the first 3 years and $137,000‑$250,000 for top quartile advisors.
• Additional income structure for training and early development.
• Renewal income for continued client support and policy management.
• Bonus programs and expense allowances.
• Support for insurance licensing and CFP® licensing.
• Fully company‑funded retirement package and pension plan.
• Comprehensive medical, vision, and dental plans.
• Life and disability 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 United States without sponsorship.

Financial Advisors are independent contractors for income tax purposes and statutory employees for FICA tax purposes.

Posted Salary Range: $61,000 – $250,000 per year.