Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming an advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice.

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

Northwestern Mutual is recognized for having one of the best‑trained sales forces. We commit to your continued training and development throughout your career. To become a financial advisor, you must obtain the following licenses:
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6, Series 7, and Series 63. Northwestern Mutual provides pre‑payment/reimbursement
* for course tuition and books.

• 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.

• 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.

• Performance‑based earnings and revenue: average advisor 2023 earnings of $61K–$119K; top 25% $137K–$250K.
• 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.
• Comprehensive medical, vision, and dental plans.
• Life insurance and disability income insurance.
• Parental benefits at every stage of family planning.

USD $61,000.00 – USD $ per year.