Financial Advisor/Representative

Posted: 10/23/17 | SHARE:


Financial representatives with Northwestern Mutual help clients reach their financial goals, staying with them over time and evolving their plans as their needs change. And with more than half of Americans believing their financial planning needs improvement (1), a career with Northwestern Mutual provides abundant opportunities. You’ll partner with clients by creating personalized financial plans built on their unique needs and desires. And through our industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve while also growing their assets for the future. 

We’re looking for competitive individuals who thrive in an entrepreneurial environment. You’ll be matched up with experienced mentors and coaches who will help you get started and stay with you throughout your career. 

Recognized by FORTUNE as one of the "World’s Most Admired" companies. Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. 

By joining our team, you’ll have access to: 
• An award-winning training program to help you get started. 
Mentorship and professional development training throughout your entire career. 
• A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. 
• Full financial support for professional designations and certifications for both your personal and professional business growth. 
• The opportunity to pursue leadership and specialized roles. 
• Exceptional income potential, as your hard work will directly relate to your sales results. Our financial representatives are compensated through commissions, bonuses, repeat business and client retention. 


Our clients desire the following from their financial representative: 
• A bachelor’s degree from a four-year college or university. 
• Someone who builds relationships centered on trust, open communication and transparency. 
• The courage and ability to have difficult conversations when needed. 
• A commitment to ongoing learning, including staying current on financial news, laws and the impacts to their clients. 
• Someone who is proactive and focused on providing excellent customer service. 

*Must be originally from the Capital District region so you can access your contacts to begin building your business. 


While you help your clients achieve financial security, Northwestern Mutual will also help you.
• Top-ranked training program (as recognized by Training magazine, 2015).
• Exceptional income potential.
• Comprehensive medical coverage.
• Two company-funded retirement plans (pension plan and 401(k) plan).
• Sponsorship of licensing and designations.
• Personalized mentorship from top-performing advisors.
• Group life and disability income insurance.


• Business Review’s “Best Place to Work” in the Capital District, 2011, 2013
• Times Union’s “Top Place to Work”, 2013, 2014, 2015
• Northwestern Mutual Named a Best Company to Sell For, Tenth consecutive year, Selling Power Magazine Career Study. 
• Northwestern Mutual is among the "World's Most Admired" life insurance companies according to executives, directors and analysts in FORTUNE® magazine's 2012 annual survey.
• We are ranked among the Top 10 independent broker-dealers, as measured by total revenues, by the leading investment industry publications: Investment News, February 2011, Financial Advisor magazine, June 2011, Financial Planning magazine, June 2011, Investment Advisor magazine, June 2011 
• We lead the industry in customer satisfaction.

For more information, please visit our website at  CapitalRegion-NY.NM (Our Website) ​and contact Union alum Natali Torres '07, Director of Selection at

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