Wealth & Insurance Advisor — Holistic Financial Planning

Northwestern Mutual; Washington; On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Bonuses

Licensing sponsorship

Mentorship program

Training opportunities

Comprehensive benefits

Job summary

Northwestern Mutual is seeking driven financial professionals to build a bounded practice across retirement, estate, and wealth planning in the United States. You'll balance independence with a strong support network, training, and mentoring to help clients achieve financial security.

Join a firm with a long history of coaching advisors, offering performance-based earnings, licensing sponsorship, and comprehensive benefits as you grow your own client base and career.

Qualifications

• Legally authorized to work in the United States.
• Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently.
• 4-year bachelor’s degree or equivalent professional work experience.
• Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity.

Responsibilities

• Grow and manage a personal financial planning practice.
• Develop holistic financial solutions including retirement, estate, and tax planning.
• Provide ongoing client advisory and policy management.
• Leverage training and mentorship to build autonomy within a strong network.

Skills

Networking

Sales skills

Communication

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking driven financial professionals to build a bounded practice across retirement, estate, and wealth planning in the United States. You'll balance independence with a strong support network, training, and mentoring to help clients achieve financial security.

Join a firm with a long history of coaching advisors, offering performance-based earnings, licensing sponsorship, and comprehensive benefits as you grow your own client base and career.