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Financial Advisor Trainee

Northwestern Mutual Sacramento, CA

Sacramento, CA

Today

$60k - $150k/yr Full time Advisor Associate Financial Advisor Financial Advisor

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Job Description

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)

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