Financial Advisor Trainee

Northwestern Mutual; Sacramento (CA); On-site; USD 64,000 - 392,000; Full time

Benefits offered by this job

Training program

Licensing sponsorship

Comprehensive health, vision, and dent

insurance

Company-funded retirement plan

Job summary

Northwestern Mutual invites candidates from diverse professional backgrounds to start a career in comprehensive financial planning in the greater Sacramento area.

The program offers industry-leading training, early leadership tracks, and uncapped earning potential through commissions, bonuses, and a sponsor-supported licensing path.

Successful trainees build client bases, deliver retirement and investment planning, and grow with a firm noted for stability and prestige.

Qualifications

• Residency in the greater Sacramento area is required.
• Diversity of background encouraged; readiness to train and develop financial planning skills.
• Willingness to complete training and licensing.

Responsibilities

• 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.

Job description

**Only candidates currently residing in the greater Sacramento area will be considered for this role**

Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education, sales, law enforcement, banking, finance, and more!

We are so confident in our training and development programs that we encourage you to apply and explore this career path even if it's a pivot from your current role or industry!

Begin a Career with:

• Growth, early leadership tracks, and uncapped earning potential
• Impact in the lives of your clients through comprehensive financial planning
• Control over your time and calendar
• Income potential directly matching your effort and ambition
• Culture built 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 residual revenues
• Paid training program
• Career transition bonuses up to $22,000 in the first six months
• 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)