Financial Advisor Trainee
- Northwestern Mutual
- Sacramento, CA, USA
- $50,000 yearly
Job Description
Financial Advisors at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, and more. A brief cover letter introducing your interest and qualifications is encouraged.
Begin a Career with:
- Growth, early leadership tracks, and uncapped earning potential
- Impact in the lives of your clients through comprehensive financial planning
- Control over your time and calendar
- Income potential directly matching your effort and ambition
- Culture built on exceptional training, support, development, diversity, and fun!
Role Functions:
- 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.
Compensation and Benefits:
- Sales commissions and renewal revenues
- Weekly KPI bonuses up to $30,000/year
- New-client and client-retention bonuses
- Comprehensive health, vision, and dental insurance
- Company-funded retirement package
- Group life insurance and disability income insurance
- Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)
Average and Top Performer Income:
Average - Top 25%
Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000
Some of our Accolades Include:
- Fortune 100 Company
- Number one "World's Most Admired" company by Fortune magazine for over 25 years
- Named one of the “50 Best Companies to Sell For” by Selling Power magazine
- Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine
- Top 10 independent broker-dealer
- Industry-leading financial strength ratings (A.M. Best: A++, Fitch Ratings: AAA, Standard & Poor’s: AA+, Moody’s Investors Service: Aaa)
For over 168 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 personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies including insurance, investments, and annuities which keeps 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 Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!