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. 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 in building a financial planning practice that focuses on planning experience, asset & income protection, education funding, investment & advisory services, trust services, retirement solutions, and business needs analysis.
Requirements
- Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them achieve their goals
- Grow relationships with clients to support them through every stage of life
- Obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63
Benefits
- Performance-based earnings and revenue
- Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
- Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
- Certified Financial Planner licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning