What are the responsibilities and job description for the Financial Advisor Trainee position at Northwestern Mutual?
**Only candidates currently residing in the greater Fresno area will be considered for this role** Please instead apply to your local office here: https://opportunities.northwesternmutual.com/financial-advisors
Financial Advisor Trainees at Northwestern Mutual come from diverse professional backgrounds including business development, management, athletics, agriculture, education, sales, law enforcement, banking, finance, and more!
We are so confident in our training and development programs that we encourage you to apply and explore this career path even if it's a pivot from your current role or industry!
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 residual revenues
- Paid training program
- Career transition bonuses up to $22,000 in the first six months
- 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 | $64,000 - $148,000
Year 3 | $126,000 - $276,000
Year 5 | $176,000 - $392,000
Year 10 | $388,000 - $872,000
Year 15 | $662,000 - $1.6M
Some of our Accolades Include:
- Fortune 500 Ranking: 109
- Top 5 US independent broker-dealer with over $404 billion in AUM
- Glassdoor 2026 Best Places to Work in Finance, Insurance, and Consulting
- Forbes America’s Best Insurance Companies, 2026
- Forbes Best Whole Life Insurance Companies, 2025
- Forbes Best Employers for New Grads 2025
- The Wall Street Journal: Best Whole Life Insurance Companies, 2025
- Fortune "World's Most Admired Companies"
- Training Magazine APEX Award, 2025
- Selling Power Magazine “50 Best Companies to Sell For”
- BusinessWeek Magazine "50 Best Places to Launch a Career"
- Industry-Leading Financial Strength Ratings (A.M. Best: A , Fitch Ratings: AAA, Standard & Poor’s: AA , Moody’s Investors Service: Aaa)
Benefit Details:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Job Type: Full-time
Work Location: In person
Salary : $64,000 - $148,000