Financial Advisor Trainee

Northwestern Mutual; Roseville (CA); On-site; USD 64,000 - 148,000; Full time

Benefits offered by this job

Health/vision/dental insurance

Company-funded retirement package

Group life and disability insurance

Licensing sponsorship and coverage for

Uncapped earning potential

Job summary

Northwestern Mutual is seeking Financial Advisor Trainees to join a comprehensive training program designed to launch a career in financial planning. The role offers growth tracks, uncapped earning potential, and the opportunity to impact clients' lives through holistic financial guidance.

You'll receive support to build client relationships, develop retirement, insurance, and investment strategies, and pursue licensing with company backing.

Qualifications

• Diverse backgrounds welcome; training program supports pivoting from different industries.

Responsibilities

• Provide expert guidance to meet comprehensive financial planning needs of individuals and businesses.
• Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Understand clients' goals to develop holistic financial solutions for financial success.
• Consult with clients on financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.).
• Build and maintain client bases, keep plans up-to-date, and grow a portfolio of new clients.

Job description

Financial Advisor Trainees at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, finance, and more!

We are so confident in our training and development programs thatwe encourage you to apply and explore this career patheven if it's a pivot from your current role or industry.

Begin a Career with:

• -Growth,early leadership tracks, and uncapped earning potential
• -Impactin the lives of your clients through comprehensive financial planning
• -Controlover your time and calendar
• -Incomepotential directly matching your effort and ambition
• -Culturebuilt on exceptional training, support, development, diversity, and fun!

Role Functions:

• - Provide expert guidance to meet the comprehensive financial planning needs of individuals and businesses
• - Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• - Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
• - Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.)
• - Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.

Compensation and Benefits:

• - Sales commissions and renewal revenues
• - Weekly KPI bonuses up to $22,000/year
• - New-client and client-retention bonuses
• - Comprehensive health, vision, and dental insurance
• - Company-funded retirement package
• - Group life insurance and disability income insurance
• - Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)

Average and Top Performer Income:

• Average - Top 25%
• Year 1 | $64,000 - $148,000
• Year 3 | $126,000 - $276,000
• Year 5 | $176,000 - $392,000
• Year 10 | $388,000 - $872,000
• Year 15 | $662,000 - $1.6M

Some of our Accolades Include:

• - Top 5 US independent broker-dealer with over $404 billion in AUM
• - Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting
• - Forbes America’s Best Insurance Companies, 2026
• - Forbes Best Whole Life Insurance Companies, 2025
• - The Wall Street Journal: Best Whole Life Insurance Companies, 2025
• - Fortune "World's Most Admired Companies"
• - Selling Power Magazine “50 Best Companies to Sell For”
• - BusinessWeek Magazine "50 Best Places to Launch a Career"
• - Industry-Leading Financial Strength Ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor’s: AA+, Moody’s Investors Service: Aaa)