Financial Representative - Career Changers
Job Description
Overview
Entry level and career changers are encouraged to apply. Joining Northwestern Mutual as a Financial Advisor offers a path to build your own financial services practice while helping individuals, families, and business owners reach their financial goals through personalized planning. You’ll begin as a Financial Representative, focusing on client development, relationship building, and licensing, with award-winning training, mentorship, and ongoing support to help you establish a successful financial planning and wealth management practice. This opportunity suits professionals seeking growth, strong income potential, entrepreneurship, flexibility, and long-term stability.
What You’ll Do
- Grow your client base through networking, referrals, and relationship building
- Develop customized financial plans aligned with each client’s goals and needs
- Deliver comprehensive financial planning solutions, including:
- Investment & Wealth Management
- Retirement Planning
- Asset & Income Protection
- Insurance Planning
- Education Funding Strategies
- Trust & Estate Planning
- Business Succession Planning
- Manage and adjust client strategies as life changes
- Build long-term, trusted relationships across all life stages
World-Class Training, Licensing & Career Development
Northwestern Mutual is renowned for a highly trained sales and advisory force. Our award-winning program supports your first three years and beyond with comprehensive education and coaching, including:
- In-depth financial education
- Client acquisition strategies
- Mentorship from top-producing advisors
- National advisor network support
- Business development coaching
- Ongoing leadership training
Licensing Provided & Supported:
- Life, Accident & Health Insurance Licenses
- Securities Industry Essentials (SIE)
- Series 6, Series 7, Series 63
- Certified Financial Planner® (CFP®) education & licensing support
Compensation & Income Potential
This role operates on a performance-based pay model with uncapped earning potential. What new advisors typically see in the first three years:
- Average: $61,000 – $119,000
- Top 25%: $137,000 – $250,000
Benefits
- Fully company-funded retirement package and pension
- Comprehensive medical, dental, and vision insurance
- Life and disability income insurance
- Parental benefits
- Ongoing education reimbursement
- 401(k) with company match
- Flexible schedule
- Flexible spending account (FSA)
- Health savings account (HSA)
- Vision insurance
- Professional development assistance
- Referral program
- Retirement plan
- Tution reimbursement
Who Thrives in This Role
Ideal for professionals coming from sales, business development, banking, finance, marketing, hospitality, education, athletics, and leadership roles. A strong fit often demonstrates an entrepreneurial mindset, relationship-building capability, and a drive to grow.
You Could Be a Great Fit If You Have
- Bachelor’s degree (preferred)
- Entrepreneurial mindset
- Strong relationship-building skills
- Sales, account management, or client-facing experience
- Excellent communication abilities
- Strong work ethic and motivation
- Competitive drive
- Coachability and desire for growth
- Ability to manage time and priorities independently
Career Growth Paths
- Financial Representative
- Financial Advisor
- Wealth Management Advisor
- Investment Advisor
- Managing Director
- Firm Leadership
About Northwestern Mutual
- Fortune Top 100 Company with 160+ years of financial leadership
- $290B+ in company assets
- $161B+ in client assets managed
- 4.6+ million clients
- 96% client retention
- Largest direct provider of life insurance in the U.S.
- Recognized as one of FORTUNE’s World’s Most Admired Companies
Apply Now
If you are ready to start a high-growth career in financial advising, wealth management, and financial planning, apply today. Click Apply Now to begin your journey as a Financial Advisor with Northwestern Mutual.
Job Details
- Job Type: Full-time
- Pay: $75,000.00 - $150,000.00 per year
- Location: Fishers, IN
- Work Location: In person
- Education: Associate (Required)