Financial Planning | Training and Licensing Provided

Northwestern Mutual has been a leader in the financial services industry in since 1857. Our mission is impact- helping people achieve financial security through comprehensive financial planning and personalized solutions. We encourage career changers to apply.Position Overview:As a Financial Advisor at Northwestern Mutual, you will have the opportunity to build your own practice and make a meaningful impact on your clients' lives- utilizing life insurance, investments, retirement, estate planning and more. You'll work with individuals, families, and businesses to create customized financial plans, helping them achieve both short- and long-term goals. Your role will involve discovering clients' needs, offering tailored financial solutions, and maintaining long-term relationships to ensure clients' continued success.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including retirement, estate, investment, insurance, and education funding strategies.Build a client base by networking, prospecting, and building relationships in your community.Conduct regular reviews and updates to clients' financial plans to ensure alignment with their changing goals and circumstances.Educate clients about their financial options and the value of sound financial planning.Stay current with financial trends, industry regulations, and best practices to provide optimal guidance to clients.Work closely with a team of specialists and other professionals to provide holistic solutions.Commit to personal growth through ongoing training, professional development, and mentorship opportunities.Compensation & BenefitsRevenues from client workStart up Capital- Additional income structure to support training and early developmentNM-Funded Retirement Package and Pension PlanRenewal income earned for continued client support and policy managementSupport for insurance licensing, SIE, Series 6, Series 63, CFP, and moreCompetitive and comprehensive medical, vision, and dental plansHeath, Dental, and Life Insurance and Disability Income InsuranceParental benefits at every stage of family planningCompany Awards:Fortune 500 companyApex Training Award (2024)Forbes' Best in State and Employers for DiversityTop 10 US Independent Broker-Dealers1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate AssetsBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index$335 billion retail investment client assets held or managed by Northwestern Mutual.Benefits:401(k)Dental insuranceHealth insuranceLife insuranceParental leaveProfessional development assistanceRetirement planVision insurance

Created: 2026-05-09