Certified Financial Planner

A Certified Financial Planner (CFP)® at Northwestern Mutual helps clients reach their goals by showing where they are today, planning where they want to go tomorrow, and providing the financial tools and support to help them get there.

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that help you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

• Conduct in-depth meetings and reviews of client financial circumstances to develop personalized, holistic plans.
• Analyze financial goals, risk profiles, and tax strategies to provide customized advice.
• Recommend and implement insurance (life, disability, long‑term care) and investment products (brokerage, advisory services) to meet client needs.
• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Act as an entrepreneur to build, manage, and grow a financial planning practice.

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award‑winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first‑hand experience.

You must obtain the following licenses:
Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6 or 7, and 63. Northwestern Mutual provides pre‑payment/reimbursement
* for course tuition fees and books. From here, you will work through the education and experience needed to take and pass your Certified Financial Planner (CFP®) designation.

• Performance‑based earnings and revenue
• 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
• 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
• Flexible schedule and earned autonomy

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

• Unsurpassed Financial Strength with total company assets of $378 billion
• 97 % of policy owners stay year after year
• FORTUNE® ranked #1 in Corporate Assets, Quality of Management, Financial
• #1 Amongst Life Insurers Most Admired Companies for Financial Soundness according to FORTUNE®
• Best Place to Work for LGBTQ+ Equality – Human Rights Campaign Corporate Equality Index )
• $335 billion (retail investment client assets held or managed)
• Industry leader in total dividend payout with over $8.2 billion in 2025
• $500 million given back philanthropically through the Northwestern Mutual Foundation

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.