Financial Planner

Job Description

Northwestern Mutual offers a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.

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• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
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• Build personalized, holistic financial plans tailored to every client’s unique needs
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• Manage your client’s financial plans to help them achieve their goals
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• Grow relationships with clients to support them through every stage of life
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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:

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• Planning Experience
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• Asset & Income Protection
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• Education Funding
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• Investment & Advisory Services
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• Trust Services
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• Retirement Solutions
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• Business Needs Analysis
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We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

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Compensation & Benefits

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• Performance-based earnings and revenue1:
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• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
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• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
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• Additional income structure to support training and early development
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• Renewal income earned for continued client support and policy management
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• Bonus programs and expense allowances
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• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
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• Certified Financial Planner® licensing support2
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• Fully company-funded retirement package and pension plan
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• Competitive and comprehensive medical, vision, and dental plans
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• Life Insurance and Disability Income Insurance
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• Parental benefits at every stage of family planning
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You could be right for this opportunity if you have:

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• Entrepreneurial ambitions to be a business owner
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• History of success in relationship-building or client-facing roles
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• Excellent time-management skills
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• Desire for continuous learning and collaboration
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• Proficient critical thinking skills
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• Strong communicator
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• Strong sense of motivation and drive
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• Bachelor’s degree
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• Legal authorization to work in the US without sponsorship
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Why join Northwestern Mutual:

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• Top 5 US Independent Broker-Dealers4
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• Unsurpassed financial strength with total company assets of $366 billion5
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• Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
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• Fortune 500® company (June 2024)
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• Forbes’ Best Employers for Diversity (2023)
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• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
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• 2024 Training APEX Award winner
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• Almost 170 years of comprehensive and innovative financial planning
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