Financial Planning Professional

4 weeks ago


Portsmouth, Virginia, United States Northwestern Mutual Full time
Financial Planning Professional

Becoming a Financial Planning Professional at Northwestern Mutual offers a unique opportunity to start a business where you can help clients achieve their financial goals through personalized financial planning. As a Financial Planning Professional, you will:

  • Grow your client base by building strong relationships and providing exceptional client experiences
  • Develop and implement holistic financial plans tailored to each client's unique needs
  • Manage client financial plans to help them achieve their goals
  • Build relationships with clients to support them through every stage of life

Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

  • Planning Experience
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis

Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans that include investments for growth, insurance for protection, and annuities for guaranteed income in retirement.

We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals.

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career.

Compensation & Benefits

Performance-based earnings and revenue:

  • Average advisor annual earnings of $61K-$119K (based on company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of $137K-$250K (based on company data for top quartile advisors in the first 3 years)

Additional income structure to support training and early development

Renewal income earned for continued client support and policy management

Bonus programs and expense allowances

Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more

Certified Financial Planner licensing support

Fully company-funded retirement package and pension plan

Competitive and comprehensive medical, vision, and dental plans

Life Insurance and Disability Income Insurance

Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

About Northwestern Mutual

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored, integrated approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why join Northwestern Mutual:

  • Top 5 US Independent Broker-Dealers
  • Unsurpassed financial strength with total company assets of $366 billion
  • Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
  • Fortune 500 company (June 2024)
  • Forbes' Best Employers for Diversity (2023)
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
  • 2024 Training APEX Award winner


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