Financial Planner

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

Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client’s unique needsManage your client’s financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life
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 ExperienceAsset & Income ProtectionEducation FundingInvestment & Advisory ServicesTrust ServicesRetirement SolutionsBusiness Needs Analysis
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.
Compensation & BenefitsPerformance-based earnings and revenue1: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 developmentRenewal income earned for continued client support and policy managementBonus programs and expense allowancesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and pension planCompetitive and comprehensive medical, vision, and dental plansLife Insurance and Disability Income InsuranceParental benefits at every stage of family planning
You could be right for this opportunity if you have: Entrepreneurial ambitions to be a business ownerHistory of success in relationship-building or client-facing rolesExcellent time-management skillsDesire for continuous learning and collaboration xzbcwsv Proficient critical thinking skillsStrong communicatorStrong sense of motivation and driveBachelor’s degreeLegal authorization to work in the US without sponsorship
Why join Northwestern Mutual: Top 5 US Independent Broker-Dealers4Unsurpassed financial strength with total company assets of $366 billion5Recognized for6 Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of ManagementFortune 500® company (June 2024)Forbes’ Best Employers for Diversity (2023)Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)2024 Training APEX Award winnerAlmost 170 years of comprehensive and innovative financial planning