Financial Advisor/Sales (Career Changers Encouraged)

Northwestern Mutual; Carlsbad (CA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Uncapped Income Potential

Control of your own calendar andoffice

Fully paid sponsorship of Licensing/Cř

Robust development bonuses in thefirst

Comprehensive Medical, Dental and V is

Retirement Package and Pension Plan

Group Life and Disability Income Insur

Flexible Spending Account/Health Savin

Job summary

Northwestern Mutual in North County San Diego is seeking Financial Advisors to grow a client base, develop personalized financial plans, and guide clients through life stages. The role offers extensive training, a clear path to building your own business, and uncapped income potential through commissions plus start-year bonuses.

You’ll help clients secure their financial futures while you control your calendar and office cadence.

Qualifications

• BA or BS degree from a four-year institution preferred.
• Prior sales and/or business experience preferred with a history of personal and professional success.
• Prior financial services experience not needed -- extensive training platform provided.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs including insurance, investments, education planning, retirement planning.
• Manage your client’s financial plans to help them achieve their goals long term.
• Grow relationships with clients to support them through every stage of life.

Skills

Sales experience

Client relations

Entrepreneurial mindset

Ethical standards

Education

BA/BS degree (preferred)

Job description

** Must be located in North County San Diego or planning to move here imminently**

While many companies are downsizing, Northwestern Mutual is thriving - 2025 was the best year in 168 year history. The demand for financial planning tends to increase during economic downturns and we're growing our team of Financial Advisors to meet that demand.

Have you ever thought of starting your own business but not sure how to get started? A new Financial Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be control of their career trajectory. They possess an entrepreneurial spirit, history of success in business development or sales, strong self-motivation, a high standard of ethics, and desires to make a meaningful impact on people's lives.

We have had people transition from sales roles in many industries - medical device, pharmaceutical sales, software sales, solar, manufacturing, and fitness/personal training. We provide ample training to get career changers up and running!

As a Financial Advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs including insurance, investments, education planning, retirement planning
• Manage your client’s financial plans to help them achieve their goals long term
• Grow relationships with clients to support them through every stage of life

Desired Skills and Experience:

• BA or BS degree from a four-year institution preferred
• Prior sales and/or business experience preferred and possess a history of personal and professional success.
• Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program. Income potential is uncapped, however it is largely commission based plus $25k in effort based bonuses the first year to help you start your business.

• Uncapped Income Potential
• Control of your own calendar and office cadence
• Fully paid sponsorship of Licensing/Credentialing
• Robust development bonuses in the first year to aid as you launch your business
• Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
• Retirement Package and Pension Plan
• Group Life and Disability Income Insurance
• Flexible Spending Account/Health Savings Account