Financial Advisor

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 financial goals through planning and investment guidance. You begin as a financial representative focused on client building and obtaining the necessary licenses. Our award‑winning training programs equip you with the education, skill building, and development strategies needed to build a successful financial planning practice.

Northwestern Mutual’s proprietary planning software helps you deliver holistic financial plans – including investments for growth, insurance for protection, and annuities for guaranteed retirement income. Our curriculum supports your first three years with industry experts, client acquisition techniques, and a national network of seasoned advisors.

• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

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

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.

• Performance‑based earnings and revenue