Northwestern Mutual · 2 hours ago
Financial Advisor Trainee
Greater Sacramento
Full-time
Onsite
New Grad, Entry Level
$74K/yr - $128K/yrNorthwestern Mutual has been helping families and businesses achieve financial security for over 160 years. This role engages in building client relationships, developing personalized financial plans, and providing ongoing financial advice while requiring a commitment to learning and growth in the financial advisory field.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Hiring Manager
Katie Lowery
Responsibilities
Building and nurturing client relationships
Developing personalized financial plans
Providing ongoing financial advice
Learning and mastering financial planning tools
Lead generation through networking and prospecting
Collaborating with team members to enhance client experience
Qualification
Required
4-year degree or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Legal authorization to work in the US without sponsorship
Strong interpersonal and relationship-building skills
Ability to work independently and as part of a collaborative team
Passion for helping clients achieve financial security
Preferred
Sales and client management experience is a plus
Benefits
Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-17
Company data provided by crunchbase