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Financial Advisor

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 61000 USD Yearly USD 61000.00 YEAR
Job Description & How to Apply Below

Financial Advisor at Northwestern Mutual

Join a team of dedicated financial advisors at Northwestern Mutual. As a financial representative, you will build and grow your own client base, build personalized financial plans, and help clients achieve their financial goals. You will receive award‑winning training and ongoing support to become a successful financial planning practice owner.

Responsibilities
  • 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 offers an award‑winning curriculum designed to support your first three years in the business, including expert training, client‑acquisition skills, and access to a national network of experienced financial advisors.

  • Life/Accident & Health Certifications
  • Securities Industry Essentials (SIE)
  • Series 6
  • Series 7
  • Series 63
  • Northwestern Mutual provides pre‑payment/reimbursement for course tuition fees and books.
Compensation & Benefits
  • Performance‑based earnings – average advisor annual earnings of $61K‑$119K (first 3 years)
  • Top 25% advisor annual earnings of $137K‑$250K (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
  • 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
Posted Salary Range

USD $61,000.00 - USD $ /Yr.

Seniority Level: Entry level |

Employment Type:

Full‑time | Job Function:
Finance and Sales

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