About the Role

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. As a financial advisor, you will:

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• Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
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• Build personalized, holistic financial plans tailored to every client’s unique needs
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• Manage your client’s financial plans to help them achieve their goals
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• Grow relationships with clients to support them through every stage of life
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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 building a financial planning practice that focuses on:

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• Planning Experience
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• Asset & Income Protection
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• Education Funding
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• Investment & Advisory Services
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• Trust Services
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• Retirement Solutions
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• Business Needs Analysis
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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 & goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

Responsibilities

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• Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
• \n
• Build personalized, holistic financial plans tailored to every client’s unique needs
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• Manage your client’s financial plans to help them achieve their goals
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• Grow relationships with clients to support them through every stage of life
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About the Company

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Qualifications

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• Bachelor’s degree
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Required Skills

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• Entrepreneurial ambitions to be a business owner
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• History of success in relationship-building or client-facing roles
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• Excellent time-management skills
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• Desire for continuous learning and collaboration
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• Proficient critical thinking skills
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• Strong communicator
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• Strong sense of motivation and drive
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• Legal authorization to work in the US without sponsorship
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Pay range and compensation package

Performance-based earnings and revenue:

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• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
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• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
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• Additional income structure to support training and early development
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• Renewal income earned for continued client support and policy management
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• Bonus programs and expense allowances
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• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
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• Certified Financial Planner® licensing support
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• Fully company-funded retirement package and pension plan
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• Competitive and comprehensive medical, vision, and dental plans
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• Life Insurance and Disability Income Insurance
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• Parental benefits at every stage of family planning
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Equal Opportunity Statement

Northwestern Mutual is committed to diversity and inclusivity. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.