What are the responsibilities and job description for the Financial Advisor position at Northwestern Mutual - New Haven?
CHOOSE A CAREER THAT ALLOWS YOU AND YOUR CLIENTS TO LIVE LIFE DIFFERENTLY!
Northwestern Mutual has more than 170 years of experience in changing people’s lives, personally, professionally, and financially.
WE ARE NORTHWESTERN MUTUAL
- Fortune 500 Ranked 109th 2026
- Revenue 2025 $41 billion
- The industry leader in dividend payout, $9.2 billion anticipated in 2026
- Unsurpassed Financial Strength with total company assets of $399 billion
- More than 5.2 million total clients nationwide
- Maintain $404 billion in wealth management assets
- Annuities $42.3 billion
- 97% of policy owners stay year after year
- Top 5 Independent Broker-Dealer 2025
- The largest direct provider of life insurance in the US $2.4 trillion
- No. 1 in Disability Income Insurance
- No. 3 in individual Long Term Care Insurance
- Insurance claims paid 2025 $6.7 billion
FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL
Our Financial Advisors help clients reach their goals by developing and implementing financial plans. We can show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As a Financial Advisor, you will partner with clients by creating a personalized financial plan built on client’s unique needs and desires. Through our industry-leading financial solutions and technology, you will help your clients protect what they have worked so hard to achieve, while growing assets to plan for the future.
We are looking for competitive individuals who thrive in a fast pace and entrepreneurial environment. Someone who builds relationships centered on trust, open communication, and transparency. Someone that will commit to ongoing learning, training, and current events that impact lives.
Our Nationally recognized training program allows us to train and develop individuals from all different professional backgrounds. Some of our most successful career changers came from: Financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and you are a self-starter.
BY JOINING YOU WILL HAVE ACCESS TO:
- Expectational income potential
- An award-winning training program to help you get started
- Mentorship and professional development and training
- A culture that promotes diversity, inclusion, acceptance and new ideas
- Full financial support for all licenses (CT Life/Health, SIE/FINRA), certifications, and professional designations
A CAREER WITH ENDLESS OPPORTUNITIES
This career is a performance-based income structure that includes a training allowance program, stipends, bonuses and commission. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $60,000 in their first year, and there is potential in the following year to earn over $100,000 in year two. The first years can be tough as you are learning the business. But the trade-off is that you get to define what success looks like and control most day to day variables.
INCOME GROWTH POTENTIAL:
National Average vs Top 25% 2025
Year 1 | $99,038 - $234,331
Year 5 | $661,304 - $1,790,605
Job Type: Full-time
Pay: $60,000.00 - $100,000.00 per year
Benefits: Medical, Dental, Vision and Multiple Retirement Plans
Education: Bachelor's (Required)
Location: New Haven, CT (Required) *This position is hybrid (80% in Office 20% remote)
• One of the “World’s Most Admired” life insurance companies by Fortune
• Ranks 109th on the Fortune 500
• Awarded the highest financial strength ratings of any life insurer from all major rating agencies
• Received the highest score among life insurance providers in the J.D. Power U.S. Life Insurance
Salary : $60,000 - $100,000