Financial Advisor

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

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

Northwestern Mutual’s proprietary planning software helps educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for retirement income—allowing you to make a significant impact on your clients and community. As a business owner, you can shape your workday around your life and have uncapped earning potential through a performance-based compensation structure.

We support various practice-building approaches, allowing you to align your business with your long-term vision, whether that involves opening an office, joining a team, or becoming an advanced advisor.

Responsibilities

• Grow your client base through connections, referrals, and providing excellent service
• Build personalized, comprehensive financial plans tailored to each client’s needs
• Manage client financial plans to help them achieve their goals
• Support clients through every stage of life, fostering strong relationships

Training, Licensing & Designations

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

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

• Performance-based earnings and revenue:

Average annual earnings of $61K-$119K in the first three years; top advisors earn $137K-$250K

• Additional income supports training and early development
• Renewal income for ongoing client support
• Bonus programs, expense allowances, and licensing support
• Company-funded retirement and pension plans
• Comprehensive health, vision, dental, life, and disability insurance
• Parental benefits at all stages

Qualifications

You might be a good fit if you have:

• Entrepreneurial ambitions to own a business
• Success in relationship-building or client-facing roles
• A desire for continuous learning and collaboration
• Strong critical thinking skills
• Motivation and drive
• Legal authorization to work in the US without sponsorship

Our advisors are valued partners and considered independent contractors for income tax purposes, and statutory employees for FICA taxes.

Northwestern Mutual, based in Milwaukee, WI, operates through its subsidiaries including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company.

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

Posted Salary Range: USD $61,000 - $250,000 per year.