Northwestern Mutual
Financial Advisor (Sales Experience Preferred)
Skills
12 days ago
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Important information
Contract type:
Permanent
Location:
San Jose, CA, USA
Work mode:
Onsite
Published on:
18 October 2026
What they need
Financial Advisor at Northwestern Mutual - "Choose a Career That Lets You Live Life Differently!"
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.
By joining our team, you'll have access to the following:
- Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.
- Comprehensive medical coverage.
- Two company-funded retirement plans.
- Group life and disability income insurance.
- Full financial support for professional designations and professional business growth certifications (including Life and Health licensure, SIE, Series 63, 7, and CFP).
- Personalized mentorship and coaching from top-performing advisors.
- Northwestern Mutual's award-winning training program.
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
- Unique opportunities to pursue leadership and specialized roles.
This might be the right opportunity for you if you have:
- Entrepreneurial ambitions to be a business owner.
- Natural magnetism and an affinity for building and developing relationships.
- Ambitious, self-driven aspirations for financial success.
Responsibilities:
- Identify potential clients with the help of marketing and branding resources provided by NM.
- Schedule appointments and meetings with potential clients.
- Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Make product recommendations to help your clients meet their financial goals.
- Provide ongoing support and service for your clients.
- Manage and update client portfolios.
- Answer client questions about financial plans and provide financial advice.
Qualifications
- Bachelor's degree
- Willing to work onsite for the first year
- Strong interpersonal, verbal, and written communication skills
- Ability to work independently
- A commitment to ongoing learning, including staying current on financial changes.
- Legal authorization to work in US without sponsorship
- Background check required
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