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Financial Advisor

Job in Lexington, Fayette County, Kentucky, 40598, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales
Salary/Wage Range or Industry Benchmark: 137000 - 250000 USD Yearly USD 137000.00 250000.00 YEAR
Job Description & How to Apply Below

Join to apply for the Financial Advisor role at Northwestern Mutual

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business that helps clients achieve their goals through comprehensive financial planning. You will begin as a financial representative focused on client-building and obtaining licenses, supported by award‑winning training programs that equip you with the education, skill‑building, and development strategies needed to succeed.

Education

Our training programs focus on:

  • 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

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
    • Averaged advisor annual earnings of $61K-$119K (first 3 years)
    • Top 25% advisor annual earnings of $137K-$250K (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 and securities certifications
  • 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 US without sponsorship

Posted Salary Range: USD 61,000.00 - USD  /Yr.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance and Sales

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