Job Description
Job Description
Job Description\nCompany Description
About Northwestern Mutual
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Position Overview
Northwestern Mutual's Orange County office is seeking a motivated professional to join our team as a Financial Advisor. In this role, you will work directly with clients to help them identify financial goals, develop comprehensive financial plans, and implement strategies designed to support their long-term objectives.
Whether you are experienced in financial services or transitioning from another profession, you will have access to training, mentorship, and professional development resources designed to help you build a successful practice.
Responsibilities
- Develop and maintain relationships with new and existing clients
- Conduct discovery-based meetings to understand clients' financial situations, goals, and priorities
- Create and present personalized financial planning recommendations
- Provide guidance related to investment planning, risk management, retirement planning, and estate considerations
- Stay current on financial products, industry developments, and market trends
- Obtain and maintain required licenses and registrations
- Review client plans regularly and recommend adjustments as circumstances change
- Collaborate with specialists and other professionals when appropriate to meet client needs
- Build and manage your own client base and business over time
Qualifications
- Bachelor's degree or equivalent professional experience
- Prior experience in sales, business development, client service, or relationship management preferred
- Strong communication and interpersonal skills
- Ability to build trust and maintain professional client relationships
- Self-motivated with a willingness to learn and develop professionally
- Strong ethical standards and professional judgment
- Interest in personal finance, wealth management, or financial planning
What We Offer
- Comprehensive training and professional development programs
- Mentorship from experienced advisors and financial professionals
- Sponsorship for required licensing and registrations
- Access to planning tools, technology, and support resources
- Opportunities for professional growth and practice development
- Competitive compensation structure with income tied to performance
Recognition
Northwestern Mutual has been recognized by various organizations for its workplace culture, training programs, and financial strength, including:
- Fortune: top 110 ranking
- OC Business Journal: "Best Place to Work" 2023, 2024 and 2025
- Glassdoor: "Best Places to Work" 2026
- Fortune Magazine: "World's Most Admired Companies"
- BusinessWeek Magazine: One of the "50 Best Places to Launch a Career"
- Training Magazine: "MVP Award" (formerly "APEX Award") 2024, 2025, and 2026
- Highest financial strength rating from all four major credit agencies
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Company Description
Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.
Numbers & Facts
| Location | Irvine, CA |
| Industry | Financial Services |
| Company Size | 5,000 to 9,999 employees |
| Year Founded | 1857 |
| Website | https://www.northwesternmutual.com/ |
About Company
Who We Are
What we believe.We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.
We care.We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.
Why Work Here
We’re strong and growing.In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
We invest in our people.We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
Be part of building our future.We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.
Enjoy Milwaukee.Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.
Our Culture
We are always evolving.At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
We do what’s right.Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.
We recognize and develop possibilities in our people.Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.
Diversity makes us better.We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.
Skills
- Business Developmentunmatched
- Communication Skillsunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Develop and Maintain Customersunmatched
- Financeunmatched
- Financial Planningunmatched
- Financial Servicesunmatched
- Fortune 500 Customersunmatched
- Insuranceunmatched
- Interpersonal Skillsunmatched
- Licensingunmatched
- Market Trend Analysisunmatched
- Mentoringunmatched
- People Managementunmatched
- Personal Financeunmatched
- Relationship Managementunmatched
- Retirement Planningunmatched
- Risk Managementunmatched
- Salesunmatched
- Sales Managementunmatched
- Set Goalsunmatched
- Technical Supportunmatched
- Wealth Managementunmatched
Level up your application
Professional resume templates
Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.
Free resume templatesFree resume builder
Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.
Free resume builder