Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients achieve financial goals through personalised planning and relationship building.
- Company: Join Northwestern Mutual, a leader in financial planning with award-winning training programs.
- Benefits: Enjoy performance-based earnings, comprehensive health plans, and a fully funded retirement package.
- Why this job: Shape your own business, enjoy uncapped earnings, and make a real impact in your community.
- Qualifications: Seeking motivated individuals with a degree, strong communication skills, and a passion for learning.
- Other info: Receive support for licensing and ongoing training to ensure your success.
The predicted salary is between 49000 - 195000 £ per year.
Overview
Becoming a Financial Advisor
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 · Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
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.
Responsibilities
As a financial advisor, you will:
- 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
Training, Licensing & Designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books.
Compensation & 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
Qualifications
You could be right for this opportunity if you have:
- Bachelor’s degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Posted Salary Range
USD $61,000.00 – USD $250,000.00 /Yr.
#J-18808-Ljbffr
Financial Advisor employer: Northwestern Mutual
Contact Detail:
Northwestern Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network actively within your community and online. Attend local events, join financial planning groups, and connect with potential clients on social media platforms like LinkedIn. Building relationships is key to growing your client base.
✨Tip Number 2
Familiarise yourself with the licensing requirements early on. Start studying for the Life/Accident & Health Certifications and Securities Industry Essentials (SIE) as soon as possible. This will not only prepare you for the role but also show your commitment to potential employers.
✨Tip Number 3
Seek mentorship from experienced financial advisors. Their insights can provide you with valuable knowledge about client acquisition and retention strategies, which are crucial for your success in this field.
✨Tip Number 4
Develop a personal brand that reflects your values and expertise. Use social media to share financial tips and insights, positioning yourself as a knowledgeable resource. This can help attract clients who resonate with your approach.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client-facing roles and any entrepreneurial ventures. Emphasise skills like relationship-building, time management, and communication, as these are crucial for a Financial Advisor.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and helping clients achieve their goals. Mention specific reasons why you want to work with Northwestern Mutual and how your background aligns with their values.
Highlight Relevant Qualifications: Clearly list any relevant qualifications, such as your Bachelor's degree and any certifications you may have. If you’re in the process of obtaining licenses like the Life/Accident & Health Certifications or Series 6, 7, and 63, mention that too.
Showcase Your Entrepreneurial Spirit: Since this role involves building your own practice, demonstrate your entrepreneurial ambitions. Share examples of how you've taken initiative in past roles or projects, and how you plan to grow your client base.
How to prepare for a job interview at Northwestern Mutual
✨Research Northwestern Mutual
Before your interview, take some time to understand Northwestern Mutual's values, mission, and the services they offer. This will not only help you answer questions more effectively but also demonstrate your genuine interest in the company.
✨Showcase Your Relationship-Building Skills
As a financial advisor, building strong relationships with clients is crucial. Prepare examples from your past experiences where you've successfully built rapport or maintained client relationships, as this will highlight your suitability for the role.
✨Prepare for Licensing Questions
Since obtaining various licenses is part of the role, be ready to discuss your understanding of the licensing process and your commitment to pursuing these certifications. This shows your readiness to invest in your professional development.
✨Demonstrate Entrepreneurial Spirit
Northwestern Mutual values entrepreneurial ambitions. Be prepared to discuss your vision for building a financial practice and how you plan to grow your client base. This will illustrate your motivation and drive to succeed in the role.
