Financial Advisor

Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to start your own business and help clients achieve their financial goals through comprehensive planning. Your journey begins as a financial representative, focusing on client acquisition and obtaining necessary licenses. Our award-winning training programs provide the education, skill development, and strategic support needed to build a successful financial planning practice centered on:

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

Using Northwestern Mutual’s proprietary planning software, you can educate clients and deliver holistic financial plans that include investments, insurance, and annuities, enabling a greater community impact. As a business owner, you can tailor your workday to your life and earn uncapped income through a performance-based compensation structure.

We support various paths to grow your practice, whether opening an office, joining a team, or advancing your expertise as an advisor.

As a financial advisor, your responsibilities include:

• Growing your client base through networking, referrals, and providing excellent service
• Creating personalized financial plans tailored to individual client needs
• Managing client financial plans to help achieve their goals
• Supporting clients through different life stages to strengthen relationships

Northwestern Mutual is recognized for its highly trained sales force. We are committed to your ongoing development, starting with an award-winning curriculum designed for your first three years. You will learn from industry experts, master client acquisition, and gain insights from experienced advisors.

Licensing requirements include Life/Accident & Health, Securities Industry Essentials (SIE), and Series 6, 7, and 63 certifications. We offer pre-payment or reimbursement for course fees and books.

• Performance-based earnings, with average first-year advisors earning between $61K and $119K, and top performers earning $137K to $250K annually (based on  data)
• Additional income opportunities during training and early development
• Renewal income for ongoing client support
• Bonuses, expense allowances, and licensing support
• Retirement plans and comprehensive health insurance
• Life and disability insurance
• Parental benefits

Ideal candidates will have:

• Bachelor’s degree
• Entrepreneurial mindset and ambition to own a business
• Experience in relationship-building or client-facing roles
• Excellent time management and communication skills
• A desire for continuous learning and collaboration
• Legal authorization to work in the US without sponsorship

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

Northwestern Mutual and its subsidiaries are based in Milwaukee, WI, and include various entities such as NMIS and NMWMC.

USD $61,000 to $250,000 per year