Financial Advisor Trainee: Build Your Client Practice

Northwestern Mutual; Philadelphia (Philadelphia County); On-site; USD 85,000 - 110,000; Full time

Job summary

Northwestern Mutual is seeking candidates for a full-training financial advisor role focused on integrated holistic financial planning. You will sit with families, entrepreneurs, and business owners to create a complete financial picture and own the relationship from first contact through long-term planning.

No finance background is required; we train you from day one and cover licensing (Series 6, Series 7, Series 63, Life and Health) while guiding your CFP path.

Qualifications

• Bachelor's degree preferred and a proven ability to perform hard tasks.
• US work authorization.
• Willingness to obtain required licenses, fully paid by us.

Responsibilities

• Build holistic financial plans for families, entrepreneurs, and business owners.
• Own client relationships from initial conversation to long-term planning.
• Complete licensing process with company-paid training and ongoing mentorship.

Skills

Track record of doing hard things

Relationship building

Licensing willingness

Education

Bachelor's degree (preferred)

Job description

Northwestern Mutual is seeking candidates for a full-training financial advisor role focused on integrated holistic financial planning. You will sit with families, entrepreneurs, and business owners to create a complete financial picture and own the relationship from first contact through long-term planning.

No finance background is required; we train you from day one and cover licensing (Series 6, Series 7, Series 63, Life and Health) while guiding your CFP path.