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Financial Advisor Trainee

Northwestern Mutual
  • Sacramento, CA
  • $64,000–$148,000 Per Year
1 day ago

Job Description

Job Description

**Only candidates currently residing in the greater Sacramento area will be considered for this role** Please instead apply to your local office here: https://opportunities.northwesternmutual.com/financial-advisors

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Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education, sales, law enforcement, banking, finance, and more!

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We are so confident in our training and development programs that we encourage you to apply and explore this career path even if it's a pivot from your current role or industry!

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Begin a Career with:

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  • Growth, early leadership tracks, and uncapped earning potential
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  • Impact in the lives of your clients through comprehensive financial planning
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  • Control over your time and calendar
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  • Income potential directly matching your effort and ambition
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  • Culture built on exceptional training, support, development, diversity, and fun!
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Role Functions:

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  • Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses
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  • Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
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  • Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
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  • Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.)
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  • Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
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Compensation and Benefits:

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  • Sales commissions and residual revenues
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  • Paid training program
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  • Career transition bonuses up to $22,000 in the first six months
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  • New-client and client-retention bonuses
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  • Comprehensive health, vision, and dental insurance
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  • Company-funded retirement package
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  • Group life insurance and disability income insurance
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  • Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)
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Average and Top Performer Income:

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Average - Top 25%

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Year 1 | $64,000 - $148,000

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Year 3 | $126,000 - $276,000

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Year 5 | $176,000 - $392,000

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Year 10 | $388,000 - $872,000

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Year 15 | $662,000 - $1.6M

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Some of our Accolades Include:

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  • Fortune 500 Ranking: 109
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  • Top 5 US independent broker-dealer with over $404 billion in AUM
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  • Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting
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  • Forbes America’s Best Insurance Companies, 2026
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  • Forbes Best Whole Life Insurance Companies, 2025
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  • Forbes Best Employers for New Grads 2025
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  • The Wall Street Journal: Best Whole Life Insurance Companies, 2025
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  • Fortune "World's Most Admired Companies"
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  • Training Magazine APEX Award, 2025
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  • Selling Power Magazine “50 Best Companies to Sell For”
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  • BusinessWeek Magazine "50 Best Places to Launch a Career"
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  • Industry-Leading Financial Strength Ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor’s: AA+, Moody’s Investors Service: Aaa)
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Benefit Details:

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  • Dental insurance
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  • Employee assistance program
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  • Financial planning services
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  • Flexible schedule
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  • Health insurance
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  • Health savings account
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  • Life insurance
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  • Matching gift program
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  • Paid training
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  • Parental leave
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  • Professional development assistance
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  • Referral program
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  • Retirement plan
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  • Vision insurance
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Job Type: Full-time

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Work Location: In person

Numbers & Facts

LocationSacramento, CA
IndustryFinancial Services
Salary$64,000–$148,000 Per Year
Company Size5,000 to 9,999 employees
Year Founded1857
Websitehttps://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.

We’re known for our financial strength.

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 Planunmatched
  • Compensation and Benefitsunmatched
  • Consultingunmatched
  • Customer Retention/Renewalunmatched
  • Dental Insuranceunmatched
  • Develop and Maintain Customersunmatched
  • Disability Insuranceunmatched
  • Diversityunmatched
  • Employee Assistance Planunmatched
  • Employee Benefitsunmatched
  • Estate Planningunmatched
  • Financeunmatched
  • Financial Planningunmatched
  • Financial Servicesunmatched
  • Fortune 500 Customersunmatched
  • Fundingunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Investment Servicesunmatched
  • Leadershipunmatched
  • Licensingunmatched
  • Life Insuranceunmatched
  • Matching Gift Programsunmatched
  • Retirement Planunmatched
  • Retirement Planningunmatched
  • Salesunmatched
  • Sales Commissionunmatched
  • Tax Planningunmatched
  • Training Programunmatched
  • Training/Teachingunmatched
  • Vision Planunmatched

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