Financial Advisor - Career Changer
About the role
Becoming a Financial Advisor at Northwestern Mutual is a unique career opportunity to build your own financial services business while helping individuals, families, and business owners achieve their financial goals through personalized financial planning. You’ll start as a Financial Representative, focused on client development, relationship building, and licensing, with award-winning training, mentorship, and support to help you launch a successful financial planning and wealth management practice. This role is ideal for professionals looking for career growth, income potential, entrepreneurship, flexibility, and long-term stability.
Why Choose a Career as a Financial Advisor?
- Build your own business with full support
- Uncapped income potential
- Paid training + licensing reimbursement
- Award-winning professional development programs
- High-impact, client-facing work
- Long-term career ownership and leadership paths
- Control your schedule, income, and growth
What You’ll Do (Key Responsibilities)
- Develop and grow your client base through networking, referrals, and relationship building
- Build customized financial plans tailored to each client’s goals and needs
- Deliver holistic financial planning solutions, including:
- Investment & Wealth Management
- Retail Planning
- Asset & Income Protection
- Insurance Planning
- Education Funding Strategies
- Trust & Estate Planning
- Business Succession Planning
- Manage and adjust client financial strategies as life changes
- Build long-term, trusted relationships across all life stages
World-Class Training, Licensing & Career Development
- In-depth financial education
- Client acquisition strategies
- Mentorship from top-producing advisors
- National advisor network support
- Business development coaching
- Ongoing leadership training
- Licensing Provided & Supported
- Life, Accident & Health Insurance Licenses
- Serries 6, Series 7, Series 63
- Certified Financial Planner® (CFP®) education & licensing support
Compensation & Income Potential
- This is a performance-based compensation model with uncapped earning potential.
- Average vs Top 25% Advisors (First 3 Years):
- Average: $61,000 – $119,000
- Top 25%: $137,000 – $250,000
Additional Income Opportunities
- Training stipends & development income
- Recurring renewal income
- Performance bonuses
- Expense allowances
Benefits Package
- Fully company-funded retirement package & pension
- Comprehensive medical, dental, and vision insurance
- Life and disability income insurance
- Parental benefits
- Ongoing education reimbursement
Who Thrives in This Role?
- This role is ideal for professionals from sales, business development, banking, finance, marketing, hospitality, education, athletics, and leadership backgrounds.
- You Could Be a Great Fit If You Have:
- Bachelor’s degree (preferred)
- Entrepreneurial mindset
- Strong relationship-building skills
- Sales, account management, or client-facing experience
- Excellent communication skills
- Strong work ethic and motivation
- Competitive drive
- Coachability and desire for growth
- Ability to manage time and priorities independently
Career Growth Paths
- Financial Representative
- Financial Advisor
- Wealth Management Advisor
- Investment Advisor
- Managing Director
- Firm Leadership
About Northwestern Mutual
$290B+ in company assets
$161B+ in client assets managed
4.6+ million clients
96% client retention
Largest direct provider of life insurance in the U.S.
Recognized as one of FORTUNE’s World’s Most Admired Companies
Apply Now
If you’re ready to launch a high-growth career in financial advising, wealth management, and financial planning, apply today.
Job Type
Full-time
Benefits
- 401(k) matching
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Employee discount
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Tuition reimbursement
- Vision insurance
Education Associate (Required)
Work Location: In person
Northwestern Mutual
Ashley Allen
83 South Main Street
Harrisonburg VA 22801
(540) 908-3984
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