Financial Advisor Career Changer Opportunity

Northwestern Mutua; Tacoma (WA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual Puget Sound seeks a Financial Advisor to help individuals and businesses achieve their financial goals through personalized planning. You will build long-term client relationships, assess needs, and tailor investments, protection, retirement, and tax strategies.

Join a nationally recognized office with strong training, licensing support, and a culture focused on growth, community involvement, and advisor development across the Puget Sound region.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, retirement, tax, estate, and business

Skills

People skills

Client relationship

Financial planning

Licensing support

Job description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Ready to turn your experience into something more meaningful?

At Northwestern Mutual Puget Sound, our mission is to empower growth driven individuals to build a life of true freedom, fueled by our high performance ecosystem.We are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a top five Best Place to Work for the past three years. Inspired by Managing Partner Josh's commitment to helping others live a life of choice and potential, we are equally passionate about making an impact beyond the office. Through initiatives like supporting pediatric cancer research with organizations such as Alex's Lemonade Stand and the Pediatric Cancer Research Foundation, raising over $500,000 in the last five years, as well as participating in events like the Fred Hutch Obliteride, we are committed to strengthening our community while helping our advisors thrive both personally and professionally.

Why Career Changers Could Thrive Here:

• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who have built their own successful financial planning firms prior to coaching and developing others to do the same.

Our offices are located at:

• Seattle: 601 Union St. #2500, Seattle, WA. 98101
• Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
• Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE as one of the "World's Most Admired" companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Josh Johnston, Managing Partner (MP):

• Time with NM: 8 years.
• Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
• Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.

Blake Ozuna, District Director (DD):

• Time with NM: 9 years.
• Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
• Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.

Thomas Steingrebe, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
• Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.

Victoria Nenchev, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
• Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.

About the Role:

As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, retirement, tax, estate, and business