Financial Advisor - Training and Development
Listed on 2026-06-18
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Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor
Northwestern Mutual has been a leader in the financial services industry in since 1857. Our mission is impact- helping people achieve financial security through comprehensive financial planning and personalized solutions.
We encourage career changers to apply.
As a Financial Advisor at Northwestern Mutual, you will have the opportunity to build your own practice and make a meaningful impact on your clients' lives- utilizing life insurance, investments, retirement, estate planning and more. You'll work with individuals, families, and businesses to create customized financial plans, helping them achieve both short- and long-term goals. Your role will involve discovering clients' needs, offering tailored financial solutions, and maintaining long-term relationships to ensure clients' continued success.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.
- Build a client base by networking, prospecting, and building relationships in your community.
- Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.
- Educate clients about their financial options and the value of sound financial planning.
- Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.
- Work closely with a team of specialists and other professionals to provide holistic solutions.
- Commit to personal growth through ongoing training, professional development, and mentorship opportunities.
- Revenues from client work
- Start up Capital
- Additional income structure to support training and early development - NM-Funded Retirement Package and Pension Plan
- Renewal income earned for continued client support and policy management
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
- Competitive and comprehensive medical, vision, and dental plans
- Heath, Dental, and Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
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