Financial Advisor
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Baton Rouge, LA · On-site
$43K - $150K/yr
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a ...
Baton Rouge, LA · On-site
$43K - $150K/yr
At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in ...
With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in ...
Baton Rouge, LA · Remote
$38K - $100K/yr
Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside ...
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Baton Rouge, LA · Remote
$38K - $100K/yr
Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside ...
Baton Rouge, LA · On-site
$38K - $100K/yr
Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside ...
Baton Rouge, LA · On-site
$38K - $100K/yr
Financial Advisor Apprenticeship Class Your Gateway to Financial Advisory Excellence Duration: 13 Weeks Location: Baton Rouge, LA * Hybrid Training - In-Person + Online Components if located outside ...
The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid ...
The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid ...
The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid ...
The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid ...
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry ...
Quick apply
Our agents are uniquely qualified to help their clients achieve their financial goals and plan for the unexpected. When you join our team, you will enjoy a rewarding career with a stable, industry ...
Baton Rouge, LA · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Baton Rouge, LA · Hybrid
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust ...
Quick apply
Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust ...
Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust ...
Quick apply
Summary The Financial Advisor is responsible for fostering and maintaining client relationships through comprehensive financial planning and tailored investment advice. This role demands a robust ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Baton Rouge, LA · Remote
$100K - $300K/yr
We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees ...
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Baton Rouge, LA · Remote
$100K - $300K/yr
We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees ...
$30.7K - $39.1K
3% of jobs
$39.1K - $47.4K
3% of jobs
$47.4K - $55.8K
10% of jobs
$55.8K - $64.2K
9% of jobs
$64.4K is the 25th percentile. Wages below this are outliers.
$64.2K - $72.6K
11% of jobs
$72.6K - $80.9K
8% of jobs
The median wage is $86.4K / yr.
$80.9K - $89.3K
11% of jobs
$89.3K - $97.7K
10% of jobs
$97.7K - $106.1K
10% of jobs
$108.1K is the 75th percentile. Wages above this are outliers.
$106.1K - $114.4K
8% of jobs
$114.4K - $122.8K
19% of jobs
$30.7K
$87.1K
$122.8K
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

$61K - $250K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 23 days ago
8.0
Based on 73 frontline employees who took The Breakroom Quiz
161st of 299 rated insurance
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
As a financial advisor, you will:
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
You could be right for this opportunity if you have:
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
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Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Finance and insurance
5,001 - 10,000 Employees
Milwaukee, WI, US