Financial Advisor Trainee

Support, training, and a clear path to grow: Financial Advisor Trainees at Northwestern Mutual help individuals and businesses build comprehensive financial plans, supported by paid learning and licensing sponsorship. If you want a career that blends planning expertise with client relationships, this role pairs hands-on development with commission-based earnings potential.

Work onsite in Sacramento, CA with a compensation structure that includes sales commissions, renewal revenue, and performance bonuses, plus company-funded benefits and health coverage.

Responsibilities

• Deliver expert guidance to support the comprehensive financial planning needs of individuals and businesses.
• Provide a range of financial services, including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
• Learn clients’ goals and vision to develop holistic financial solutions designed to help put clients on a path to financial success.
• Consult with clients on their financial plans, including topics such as investments, insurance, retirement, taxes, and business planning, along with benefits.
• Build and maintain client bases, keep existing client plans up to date, and continue developing a pipeline of new clients.

Requirements

• Sacramento, CA 95815 (Required)
• Bachelor’s (Preferred)

Compensation and Benefits

Estimated annual salary range: USD 60,000 - 150,000 (yearly).

• Sales commissions and renewal revenues
• Weekly KPI bonuses up to $22,000/year
• New-client and client-retention bonuses
• Company-funded retirement package
• Group life insurance and disability income insurance
• Sponsorship and payment for investment and insurance licensing (not a prerequisite for hiring)

• Comprehensive health, vision, and dental insurance
• Health savings account
• Paid training
• Professional development assistance
• Flexible schedule
• Parental leave
• Employee assistance program
• Referral program
• Retirement plan

Income Potential (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

Accolades

• 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)