Financial Advisor

Northwestern Mutual

Job Description

About Northwestern Mutual

Northwestern Mutual is a Fortune 500 financial services company that provides wealth management, insurance, retirement planning, and financial planning services to individuals, families, and business owners. The company manages more than $340 billion in assets and has served clients for over 165 years.

Position Overview

Northwestern Mutual's Orange County office is seeking a motivated professional to join our team as a Financial Advisor. In this role, you will work directly with clients to help them identify financial goals, develop comprehensive financial plans, and implement strategies designed to support their long-term objectives.

Whether you are experienced in financial services or transitioning from another profession, you will have access to training, mentorship, and professional development resources designed to help you build a successful practice .

Responsibilities

Develop and maintain relationships with new and existing clients
Conduct discovery-based meetings to understand clients' financial situations, goals, and priorities
Create and present personalized financial planning recommendations
Provide guidance related to investment planning, risk management, retirement planning, and estate considerations
Stay current on financial products, industry developments, and market trends
Obtain and maintain required licenses and registrations
Review client plans regularly and recommend adjustments as circumstances change
Collaborate with specialists and other professionals when appropriate to meet client needs
Build and manage your own client base and business over time

Qualifications

Bachelor's degree or equivalent professional experience
Prior experience in sales, business development, client service, or relationship management preferred
Strong communication and interpersonal skills
Ability to build trust and maintain professional client relationships
Self-motivated with a willingness to learn and develop professionally
Strong ethical standards and professional judgment
Interest in personal finance, wealth management, or financial planning

What We Offer

Comprehensive training and professional development programs
Mentorship from experienced advisors and financial professionals
Sponsorship for required licensing and registrations
Access to planning tools, technology, and support resources
Opportunities for professional growth and practice development
Competitive compensation structure with income tied to performance

Recognition

Northwestern Mutual has been recognized by various organizations for its workplace culture, training programs, and financial strength, including:

Fortune: top 110 ranking
OC Business Journal: "Best Place to Work" 2023, 2024 and 2025
Glassdoor: "Best Places to Work" 2026
Fortune Magazine: "World's Most Admired Companies"
BusinessWeek Magazine: One of the "50 Best Places to Launch a Career"
Training Magazine: "MVP Award" (formerly "APEX Award") 2024, 2025, and 2026
Highest financial strength rating from all four major credit agencies

Company Description

Apply

Vacancy posted 17 days ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Irvine, CA vacancy

Financial Advisor
$150k - $250k
...Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...
Suggested
Work experience placement
Northwestern Mutual
Irvine, CA
2 days ago
Financial Advisor
...experience If you are a good match, make an application.Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact... ...7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over...
Suggested
Thrivent Financial
Irvine, CA
6 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Irvine, CA
18 hours ago
Financial Aid Advisor
...Ready to feel inspired and appreciated while making a real difference? Job Summary Under the direction of the Financial Aid Director, the Financial Aid Advisor assists applicants and students with their eligibility for federal financial aid programs. The ideal candidate...
Suggested
Work at office
Flexible hours
Westcliff University
Irvine, CA
2 days ago
Financial Advisor
$61k - $119k
Overview 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...
Suggested
Work at office
Unavailable
Irvine, CA
4 days ago
Financial Advisor
$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to... ..., United States (Hybrid role) Explore a career as a FINANCIAL ADVISOR! Take your career to the next level at Prudential Advisors -...
Minimum wage
Full time
Contract work
Part time
Prudential Financial
Irvine, CA
4 days ago
Financial Aid Advisor
$29.47 per hour
.... The division comprises the offices of Enrollment Management, Financial Aid & Scholarships, University Registrar, and Undergraduate Admissions... .../or work-study awards. Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited...
Hourly pay
Seasonal work
Work at office
Local area
Night shift
UC Irvine
Irvine, CA
4 days ago
Entry-Level Financial Advisor
$50k - $150k
...Financial AdvisorAs a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help clients...
Full time
Flexible hours
True Path Financial
Irvine, CA
4 days ago
Financial Advisor
$85k - $300k
...ready to secure your future with one of the nation's strongest financial firms and protect the people you care about through your work.... ...Huntington Beach, Seal Beach, Tustin, Irvine, Orange, Financial Advisor, Financial Professional, Licensed Advisor, Wealth Management, Finance...
Fixed term contract
New York Life
Irvine, CA
20 days ago
Associate Financial Advisor
...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days. Join a financial services firm where your contributions... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...
Temporary work
Flexible hours
Edward Jones
Irvine, CA
4 days ago
Entry-Level Financial Advisor
$50k - $150k
...Job Description Job Description As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies...
Full time
Contract work
Work experience placement
Flexible hours
True Path Financial
Irvine, CA
more than 2 months ago
Entry-Level Financial Advisor
$60k - $250k
...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...
Remote work
Flexible hours
National Life Group - Northern California Agency
Irvine, CA
more than 2 months ago
College Financial Representative, Internship Program - 2026-27966 - Irvine, California
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Irvine, CA
18 hours ago
Business Development -Financial Advisor| Newport Beach, CA
...of opportunities for professional development and growth toward leadership/mentor roles Job Responsibilities As a Financial Advisor , you will present our line of products and services to individuals & small business owners, working with them to analyze their...
RK Partners
Irvine, CA
4 days ago
Financial Aid Counselor
$65.7k
...Irvine, visit The Division of Enrollment Management represents the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional offices support the campus goals to recruit, retain and provide...
Seasonal work
Work at office
Local area
Night shift
University Of California Irvine
Irvine, CA
18 hours ago
Financial Advisor
$110k - $185k
...employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional...
H1b
Worldwide
Flexible hours
Northern Trust
Newport Coast, CA
4 days ago
Financial Aid Counselor
...UC Irvine, visit The Division of Enrollment Management represents the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional offices support the campus goals to recruit, retain and...
Work at office
Local area
UC Irvine
Irvine, CA
4 days ago
Financial Advisor Assistant (Mandarin/English Bilingual)
...Job Description Job Description About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office operations. We exist to help our...
Work at office
Local area
MICHAEL SHIEH
Irvine, CA
21 days ago
Cash Management Consultant Senior
...role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development... ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...
Aumni
Irvine, CA
2 days ago
Senior Wealth Advisor
...collaboratively, and support our broader purpose.Think of us as financial partners, because at Columbia, we believe the best way forward... ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower...
Immediate start
Columbia Banking System
Irvine, CA
3 days ago
Senior FP&A Analyst
...California - Hybrid ROLE SUMMARY: Update the corporate forecast model, prepare executive and board materials, and deliver financial analysis that supports management decisions. This role focuses on technology FP&A, including technology cost modeling, project...
The Intersect Group
Irvine, CA
4 days ago
College Financial Rep Intern: Build Your Planning Practice
...Northwestern Mutual is offering an internship for College Financial Representatives in Irvine, California. This role provides students with the opportunity to build an integrated financial planning practice while gaining experience in networking, business strategy development...
Full time
Internship
Northwestern Mutual
Irvine, CA
2 days ago
Finance Associate
$90k - $110k
...asset management, and operations teams, this individual will analyze property- and portfolio-level performance and translate complex financial and operational data into clear, actionable insights. The ideal candidate is a proactive, analytically driven finance professional...
Healthpeak Properties
Irvine, CA
4 days ago
Wealth Advisor
$175k - $200k
...Position Title: Wealth Advisor This remote position places a Wealth Advisor in front of ultra-high-net-worth clients across Orange... ...County, CA ~4-5 years of experience in wealth management as a financial advisor, with a history of building a book of business or...
January start
Remote work
Flexible hours
Afternoon shift
Boutique Recruiting
Irvine, CA
3 days ago
Entry Level - Financial Planner
...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Irvine, CA
2 days ago
Wealth Advisor, Schwab Wealth Advisory
$110k - $174k
...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing....
Full time
Work at office
The Charles Schwab Corporation
Irvine, CA
4 days ago
Financial Advisor Irvine
Description:: Join our expanding team in Orange County. As a Sagient financial advisor, you'll assist clients in identifying and achieving their financial goals, prepare and verify financial plans for accuracy, ensuring alignment with our clients' long-term objectives....
Full time
Sagient
Irvine, CA
a month ago
Senior FP&A Analyst
...business. Responsibilities Support the annual budgeting, forecasting, and long-range planning processes. Build and maintain financial models used for forecasting, scenario analysis, and business planning. Prepare monthly reporting packages, including P& L...
Alliance Resource Group
Irvine, CA
1 day ago
Senior Financial Analyst (FP&A)
$40 - $50 per hour
...Senior Financial Analyst (FP&A) $40 - $50 per hour | Irvine, CA | Hybrid | Consulting Start at 20 hours/week with a clear path to convert full-time. Competitive hourly rate, weekly pay, and the kind of visibility you don't get at a big company A bit about us:...
Hourly pay
Weekly pay
Full time
Contract work
Local area
Jobot
Irvine, CA
4 days ago
Finance Solutions - FP&A Consultant - Senior Manager
$124k - $280k
...insight and challenge.Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex business...
Full time
H1b
PwC
Irvine, CA
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!