Financial Advisor

Northwestern Mutual • Fairfax, VA

3d • $61,000 - $250,000

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—including an award-winning curriculum designed to support the first three years—to help establish a financial planning practice. Advisors use Northwestern Mutual’s proprietary planning software to develop holistic financial plans that may include investments, insurance, and annuities. Planning areas include asset and income protection, education funding, investment and advisory services, trust services, retirement solutions, and business needs analysis.

Advisors are business owners who can shape their workday and build a practice aligned with their goals, such as opening an office, joining a team, or becoming an advanced advisor. Compensation is performance-based and includes commissions, bonuses, renewal income, and expense allowances; income is not guaranteed. Financial representatives are independent contractors for income tax purposes and statutory employees for FICA tax purposes. A national criminal background check is required if offered a contract to become a Northwestern Mutual Financial Representative.

Requirements

• 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 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, Series 7, and Series 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.
• Complete required licensing and participate in ongoing training and development.

Benefits

• Pre-payment or reimbursement for course tuition fees and books for licensing.
• Support for Certified Financial Planner® licensing, subject to program eligibility requirements.
• 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.
• Additional income structure to support training and early development.
• Renewal income for continued client support and policy management.
• Bonus programs and expense allowances.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level