Financial Advisor (Entry-Level & Experienced Professionals)

Northwestern Mutual

Connecticut

On-site

USD 60,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Medical, Vision, and Dental Plans

401(k) and Pension Plan

Sponsorship for licensing

Personalized Mentorship from Top Advisors

Job summary

Northwestern Mutual seeks Financial Advisors to help clients achieve their financial goals through personalized plans and investment strategies. Opportunities for entry-level and experienced professionals focusing on flexible work-life balance, ongoing training, and high earning potential in a supportive environment. Join a historic firm recognized for its commitment to client financial security and a rewarding career in financial services.

Qualifications

Legally authorized to work in the United States without requiring employment visa sponsorship.
Entrepreneurial ambitions, results-driven, highly motivated, self-starter.
Possesses integrity, strong work ethic, and ethical desire to help others with financial planning.

Responsibilities

Help clients achieve their goals by developing and implementing financial plans.
Strive to understand clients' goals to craft holistic financial solutions.
Maintain autonomy and flexibility to build and manage own practice.

Education

4-year bachelor's degree or equivalent professional work experience

Job description

Financial Advisor (Entry-Level & Experienced Professionals)

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Chief Recruitment Officer | Husband & Father | Former Division 1 College Lacrosse Coach | Passion for Driven Leadership | Identifying High Achieving…

Northwestern Mutual Financial Planning Career Opportunities:

Office Locations - Stamford, CT | Westport, CT | Fairfield, CT
Experienced RIA's & Producers | Encouraging & Open to Considering Career Pivoters

What We Do:

Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management
Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities

Our financial advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.

The Financial Planning Career with Northwestern Mutual allows the opportunity to:

Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm’s exceptional network of financial specialists and leaders.
Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team.

Qualifications:

Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently.
4-year bachelor's degree or equivalent professional work experience.
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
Ability to work in a fast-paced, highly productive, and value-driven environment.
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.
Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Personalized Mentorship from Top Advisors and Industry Leaders

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 168 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $378 billion in assets, $38 billion in revenues, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $335 billion of client assets as a part of its wealth management and investment services.

About Northwestern Mutual Stamford Network Office (NM110):

NM110 is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top-10, 9 advisors ranking in the Top-20, and 13 advisors ranking in the Top-30 on 2025 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit.

Northwestern Mutual Awards and Accolades:

Highest Financial Strength Ratings and Unsurpassed Financial Strength
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
97% Client and Policy-owner Retention year after year
Annually one of the “World’s Most Admired” companies (FORTUNE Magazine)
Forbes’ Best Employers for Diversity (2018 – 2021)
15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)

Seniority level

Seniority level
Not Applicable

Employment type

Employment type
Full-time

Job function

Job function
Finance, Business Development, and Sales
Industries
Financial Services, Insurance, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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