The Financial Advisor role is an onsite position based in Huntington Beach, California, focusing on comprehensive financial planning, client relationship-building, and helping clients reach their financial goals. The role includes structured training and the potential for commission-based earnings.
Responsibilities
- Develop and implement financial plans to illustrate a client’s current financial position.
- Define goals and milestones for where clients want to be in the future.
- Provide the financial tools and support needed to help clients reach those goals.
- Receive in-depth training and collaborate with industry experts until confident to work independently.
Requirements
- Bachelor of Arts or Science degree from a four-year college or university.
- Bachelor's degree (preferred).
- Strong interpersonal skills.
- Grit.
- Motivation.
- Self-starter.
- Ability to commute to Huntington Beach, CA 92647 (Required).
Compensation
Salary: USD 75,000 - 150,000 per year. The role is primarily commission-based with stipends and bonuses available.
Full Job Description
Northwestern Mutual presents a pathway to a rewarding career in financial planning, focusing on helping clients understand their current finances, map out future objectives, and access the tools needed to achieve those aims. Training is comprehensive, and you will work alongside experienced professionals until you are ready to operate on your own. The program emphasizes mentoring and a strong training framework, supported by Northwestern Mutual's established leadership in the industry.
The opportunity centers on making a meaningful difference in clients' lives while building a fulfilling professional trajectory through structured development and performance-based earnings.
Income Growth Opportunity
- Year 1 | $52,000 - $106,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
Benefits
- Comprehensive medical insurance
- Two pension plans
- Life and disability insurance
- Health care and dependent care reimbursement accounts
- Reimbursement for licensing and ongoing education
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Matching gift program
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
About Northwestern Mutual
Northwestern Mutual believes that everyone should have the opportunity to spend their lives living, with strong financial planning as a foundation. Financial security is not solely for retirement but a means to enable clients to live fully. Across the nation, teams of financial advisors are dedicated to helping clients reach their goals, addressing a nationwide need for effective financial planning. The company has been recognized by FORTUNE as one of the World’s Most Admired companies and has a legacy of financial success spanning more than 160 years.
