Financial Advisor Trainee: High-Earning Path & Training

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

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.