Our Orange County office is seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual.
About the Company:
Northwestern Mutual is a 168-year-old, Fortune 500 financial institution that manages over 340 billion dollars' worth of assets. Today, we’re focused on working with families, individuals, and small business owners on their long-term financial goals. We tackle big life problems with our clients by providing solutions for wealth management, risk management, retirement planning, estate planning, and tax efficient strategies.
About the Role:
As a Financial Advisor, you will build long-lasting relationships, offer guidance in the field of finance, and provide solutions to help clients meet their financial goals and objectives. A career with Northwestern Mutual will afford you the unique opportunity to create your own financial practice and destiny, while receiving support from our firm's exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Our award-winning, interactive training programs and development coaches allow our team to specialize in working with career changers that often times do not have previous financial experience or in-depth knowledge. Instead, our team prioritizes the transferable skillsets that we know make successful advisors--communication and listening skills, trustworthiness, and above all integrity.
As a Northwestern Mutual Financial Representative:
Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.
Desired Skills and Experience:
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business development experience preferred
- Desire for continuous learning and collaboration
- Entrepreneurial ambitions and self-starter mindset
- Strong interpersonal and communication skills
- High levels of integrity and trustworthiness
Why join NM?
- Consistently ranked in the Fortune 500 list
- OC Business Journal as 'Best Place to Work' for 2023, 2024 and 2025
- Glassdoor 'Best Places to Work' for 2026
- Fortune Magazine 'World's Most Admired Companies'
- Named one of the '50 Best Places to Launch a Career' by BusinessWeek magazine
- The Training MVP Award in 2024, 2025, and 2026
- Received the highest financial strength ratings amongst all major credit agencies
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Parental leave
- Vision insurance
Work Location: Hybrid remote in Irvine, CA 92612
