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 a financial 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 that focuses on: Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services. Trust Services, Retirement Solutions, and Business Needs Analysis.

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 helps 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.

Duties - As a financial advisor, you will:

• 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

Qualifications-

• 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

Compensation and Benefits -

• Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on company average for representatives in their first year). Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors in the first 3 years).
• 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 63, and more
• Certified Financial Planner® licensing support
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans

Join us as we strive to provide exceptional service and support to our clients in achieving their financial aspirations.

We have fulltime and internship opportunities available!