Financial Advisor - Career Changer

Becoming a Financial Advisor at Northwestern Mutual is a unique career opportunity to build your own financial services business while helping individuals, families, and business owners achieve their financial goals through personalized financial planning.

You’ll start as a Financial Representative, focused on client development, relationship building, and licensing, with award-winning training, mentorship, and support to help you launch a successful financial planning and wealth management practice.

This role is ideal for professionals looking for career growth, income potential, entrepreneurship, flexibility, and long-term stability.

Why Choose a Career as a Financial Advisor?

• Build your own business with full support
• Uncapped income potential
• Paid training + licensing reimbursement
• Award-winning professional development programs
• High-impact, client-facing work
• Long-term career ownership and leadership paths
• Control your schedule, income, and growth

What You’ll Do (Key Responsibilities)

As a Financial Advisor / Financial Representative, you will:

• Develop and grow your client base through networking, referrals, and relationship building
• Build customized financial plans tailored to each client’s goals and needs
• Deliver holistic financial planning solutions, including:
• Investment & Wealth Management
• Retirement Planning
• Asset & Income Protection
• Insurance Planning
• Education Funding Strategies
• Trust & Estate Planning
• Business Succession Planning
• Manage and adjust client financial strategies as life changes
• Build long-term, trusted relationships across all life stages

World-Class Training, Licensing & Career Development

Northwestern Mutual is recognized for having one of the best-trained sales and advisory forces in the country.

Our award-winning training program supports your first three years and beyond with:

• In-depth financial education
• Client acquisition strategies
• Mentorship from top-producing advisors
• National advisor network support
• Business development coaching
• Ongoing leadership training

Licensing Provided & Supported

• Life, Accident & Health Insurance Licenses
• Securities Industry Essentials (SIE)
• Series 6, Series 7, Series 63
• Certified Financial Planner® (CFP®) education & licensing support

Compensation & Income Potential

This is a performance-based compensation model with uncapped earning potential.

Average vs Top 25% Advisors (First 3 Years):

• Average: $61,000 – $119,000
• Top 25%: $137,000 – $250,000

Additional Income Opportunities

• Training stipends & development income
• Recurring renewal income
• Performance bonuses
• Expense allowances

Benefits Package

• Fully company-funded retirement package & pension
• Comprehensive medical, dental, and vision insurance
• Life and disability income insurance
• Parental benefits
• Ongoing education reimbursement

Who Thrives in This Role?

This role is ideal for professionals from sales, business development, banking, finance, marketing, hospitality, education, athletics, and leadership backgrounds.

You Could Be a Great Fit If You Have:

• Bachelor’s degree (preferred)
• Entrepreneurial mindset
• Strong relationship-building skills
• Sales, account management, or client-facing experience
• Excellent communication skills
• Strong work ethic and motivation
• Competitive drive
• Coachability and desire for growth
• Ability to manage time and priorities independently

Career Growth Paths

• Financial Representative
• Financial Advisor
• Wealth Management Advisor
• Investment Advisor
• Managing Director
• Firm Leadership

About Northwestern Mutual

Northwestern Mutual is a Fortune Top 100 Company with 160+ years of financial leadership.

• $290B+ in company assets
• $161B+ in client assets managed
• 4.6+ million clients
• 96% client retention
• Largest direct provider of life insurance in the U.S.
• Recognized as one of FORTUNE’s World’s Most Admired Companies

Apply Now

If you’re ready to launch a high-growth career in financial advising, wealth management, and financial planning, apply today.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid training
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Education:

• Associate (Required)

Work Location: In person