Financial Advisor

Education

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 Mercer 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:

• 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 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.

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, starting with our award‑winning curriculum for the first three years. The program includes industry expert sessions, client acquisition training, and access to a national network of experienced advisors.

To become a financial advisor.interpolate you must obtain the following licenses:

• Life/Accident & Health Certificates
• Securities Industry Essentials (SIE)
• Series 6, 7, and 63

Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.

• Performance‑based earnings and revenue:
  • Average advisor annual earnings of $61,000–$119,000 (2018‑2023 company average for the first ّر3 years)
  • Top 25% advisor annual earnings of $137,000–$250,000 (2018‑2023)
• 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, SIE®, Series 6, Series 7, Series 63, and more.
• Certified Financial Planner licensing support. කි
• Fully company‑funded retirement package and pension Millennium.
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• Life Insurance and Disability Income Insurance.
• Parental benefits at every stage of family planning.

• 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 U.S. without sponsorship

USD $61,000.00 – $ /Yr.

Entry level

Full‑time

Finance and Sales

Hillsborough, NC