Financial Advisor

Northwestern Mutual•Calabasas, CA

3d•$61,000 - $250,000•Onsite

About The Position

A Financial Advisor at Northwestern Mutual starts as a financial representative, focusing on building a client base and obtaining required licenses. The role offers training and development to help advisors establish a financial planning practice and support clients with holistic plans covering asset and income protection, education funding, investments and advisory services, trust services, retirement solutions, and business needs analysis. Northwestern Mutual’s planning software supports the delivery of personalized financial plans that may include investments, insurance, and annuities. Advisors operate as business owners and can shape their practices around their long-term goals, including opening an office, joining a team, or becoming an advanced advisor. Compensation is performance-based and uncapped, with additional income structures intended to support training and early development. Financial representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes.

Requirements

Bachelor’s degree.
Entrepreneurial ambitions to become 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 communication skills.
Strong motivation and drive.
Legal authorization to work in the United States without sponsorship.
Obtain Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63 licenses.

Responsibilities

Grow a client base through new connections, a strong referral network, and a positive client experience.
Build personalized, holistic financial plans tailored to each client’s needs.
Manage clients’ financial plans to help them achieve their goals.
Develop client relationships and support clients through every stage of life.

Benefits

Pre-payment or reimbursement for course tuition fees and books.
Additional income structure to support training and early development.
Renewal income for continued client support and policy management.
Bonus programs and expense allowances.
Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, and Series 63.
Certified Financial Planner licensing support, subject to a minimum of three years of service at Northwestern Mutual.
Company-funded retirement package and pension plan.
Medical, vision, and dental plans.
Life insurance and disability income insurance.
Parental benefits at every stage of family planning.