Financial Advisor Career Changer Opportunity at Northwestern Mutual in WA-Tacoma-98402

Job description

• Ready to turn your experience into something more meaningful? At Northwestern Mutual Puget Sound, our mission is to empower growth driven individuals to build a life of true freedom, fueled by our high performance ecosystem.
• We are proud to be a nationally recognized office dedicated to developing the next generation of financial representatives, ranked the #1 office in the country for new advisor success (revenue) twice in the past five years, most recently in 2025, and consistently named a top five Best Place to Work for the past three years.
• Inspired by Managing Partner Josh’s commitment to helping others live a life of choice and potential, we are equally passionate about making an impact beyond the office.
• Through initiatives like supporting pediatric cancer research with organizations such as Alex’s Lemonade Stand and the Pediatric Cancer Research Foundation, raising over $500,000 in the last five years, as well as participating in events like the Fred Hutch Obliteride, we are committed to strengthening our community while helping our advisors thrive both personally and professionally.
• You already have what it takes, people skills, perseverance, and a desire to make a difference.
• We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
• You’ll be surrounded by a team that’s walked the same path, people who have built their own successful financial planning firms prior to coaching and developing others to do the same.
• About the Role: As a Financial Advisor at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, retirement, tax, estate, and business planning.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• Education: Bachelor's Degree is strongly preferred or military equivalent.
• Experience: Previous experience in financial services, insurance or business development is not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Skills

Required

• Analytical thinking

Benefits

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
• Compensation: $85,000.00 - $110,000.00 per year