Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help clients achieve their goals through financial planning. Initially, you will serve as a financial representative, focusing on client-building and obtaining necessary licenses. Our award-winning training programs equip you with the education, skills, and development strategies needed to succeed in building a financial planning practice centered on:

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

Our proprietary planning software supports educating clients and delivering comprehensive financial plans, including investments, insurance, and annuities, to maximize your impact on clients and the community. As a business owner, you can tailor your workday to your life and enjoy uncapped earning potential through a performance-based compensation structure.

We believe there are multiple pathways to start, build, and grow your practice. As an entrepreneur, you may choose to open an office, join a sophisticated team, or become an advanced advisor, aligning your practice with your long-term goals.

As a financial advisor, your responsibilities include:

• Growing your client base through new connections, referrals, and excellent client service
• Building personalized, holistic financial plans tailored to each client's needs
• Managing client financial plans to help them reach their goals
• Supporting clients through every stage of life to strengthen relationships

Northwestern Mutual is recognized for its well-trained sales force. We are committed to your ongoing training and development, starting with an award-winning curriculum designed for your first three years. This includes industry expert insights, client acquisition strategies, and mentorship from experienced advisors.

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 offers pre-payment or reimbursement for course tuition and books.

• Performance-based earnings, with an average annual income of $61K-$119K in the first three years; top advisors earn $137K-$250K
• Additional income support during training and early development
• Renewal income for ongoing client support
• Bonuses, expense allowances, and licensing support
• Company-funded retirement and pension plans
• Comprehensive medical, vision, dental, life, and disability insurance
• Parental benefits at all family stages

Ideal candidates will have:

• Bachelor’s degree
• Entrepreneurial ambitions
• Experience in relationship-building or client-facing roles
• Excellent time management and communication skills
• Motivation, drive, and a desire for continuous learning
• Legal authorization to work in the US without sponsorship

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

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries, based in Milwaukee, WI.

* Note:

Individuals must have at least three years of service at Northwestern Mutual to qualify for the pre-payment/reimbursement program.