Financial Advisor Trainee - Growth & Uncapped Earning

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

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.