Financial Advisor

2 weeks ago

Walnut Creek, California, United States Northwestern Mutual Full time

Financial Advisor

*Must be in San Francisco East Bay Area

At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.

Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500, affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals.

As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too.

Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention.

At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion.

We Can Count on Our Financial Advisors To:

Build a client base by growing relationships with your network

Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team.

Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team.

Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals.

Within 1 Month, You'll:


• Attend and graduate from our 16-day Financial Planning Academy


• Work with our Development team to develop a business plan unique to you


• Launch your website and digital presence with our Marketing team


• Run client facing meetings with support from a mentor and seasoned Financial Advisors

Within 3 - 6 Months, You'll:


• Participate in your first monthly peer-to-peer study group in our San Francisco office


• Build your clientele while working with individuals, families and businesses on personal insurance and investment planning


• Pass your Series 6 or 7, and series 63 exams to fully registered


• Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee

Within 6 months - 1 Year, You'll:


• Impact at least 60 clients with integrated financial plans


• Attend Regional and Annual Conferences


• Leverage NM's Development Programs

Benefits of Working with Northwestern Mutual:


• Medical - High deductible and traditional co-pay plans available


• Dental, Vision & Flexible Spending Accounts available


• Retirement Package and Pension Plan funded by Northwestern Mutual


• Life Insurance and Disability Income Insurance


• Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years)


• Family Planning – Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists


• Wellbeing – A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life.


• LGBTQ+ gender health services and transgender care


• Study groups for insurance licensing, SIE, Series 6, Series 63


• Flexible work schedule & time off

Your Areas of Knowledge and Expertise that Matter for this Role:


• 4-year degree; or equivalent professional work experience


• 3 or more years of experience in business or sales


• Obtain your California Life, Accident and Health license within 30 days


• Complete Securities Industry Essentials (SIE) exam within 60 days


• Obtain securities license; Series 6 or 7 and Series 63 within 90 days


• Entrepreneurial ambitions


• History of success in relationship-building or client-facing roles


• Excellent time-management skills


• Desire for continuous learning and collaboration


• Proficient critical thinking and communication competencies


• General knowledge of Microsoft Office


• Legal authorization to work in the US without sponsorship


• Ability to be in the office to attend in-person meetings 3-5 days per week

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

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