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Financial Advisor/Sales (Career Changers Encouraged)

Northwestern Mutual

Northwestern Mutual

Accounting & Finance, Sales & Business Development
San Francisco, CA, USA · San Diego, CA, USA · United States
Posted on Tuesday, July 2, 2024

** Must be located in greater San Diego county or already planning to move here imminently**

Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans bringing together the right insurance and investment strategies to guide them every step of the way.

Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.

The advisor career with Northwestern Mutual allows one the opportunity to:

  • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
  • Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
  • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:

  • BA or BS degree from a four-year institution preferred
  • Candidate must be an accomplished communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred and possess a history of personal and professional success.
  • Prior financial services experience not needed -- extensive training platform provided.

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

  • Uncapped Income Potential
  • Flexibility of your schedule – it is not necessary to come into the office daily, you determine your own calendar
  • Leadership Opportunities
  • Sponsorship of Licensing/Credentialing
  • Robust development bonuses to aid as you launch your business
  • Expense Allowance
  • Comprehensive Medical, Dental and Vision Coverage
  • Retirement Package; Pension Plan
  • Group Life and Disability Income Insurance


  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Parental leave
  • Vision insurance

Compensation package:

  • Bonus opportunities
  • Commission pay
  • Renewals/residual income