Financial Advisor (Sales Focused)

$80,000 - $200,000 yearly
  • Northwestern Mutual
  • Bozeman
  • Feb 18, 2021
Full time Business Development Finance Insurance Sales

Job Description

Work with a Fortune 102 firm here in Montana. We are seeking new financial advisors to join our growing and highly productive practice. We specialize in recruiting “career changers” – these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is required; we have a robust training and development program.

A successful applicant has experience in business development or sales, is self-motivated, has strong interpersonal and communication skills, demonstrates a history of personal success, values professional independence, maintains a high standard of ethics, and shows interest in business, finance, or entrepreneurial ventures.

The Financial Advisor career with Northwestern Mutual allows one the opportunity to:

  • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
  • Maintain flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
  • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.

Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed -- extensive training platform provided. ** Must be located in Montana or planning to move here imminently*

While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:

  • Exceptional Income Potential
  • Flexibility of your schedule – it is not necessary to come into the office daily, you determine your calendar
  • Leadership Opportunities
  • Sponsorship of Licensing/Credentialing
  • Development Stipends
  • Expense Allowance
  • Comprehensive Medical Coverage
  • Retirement Package; Pension Plan
  • Group Life and Disability Income Insurance


  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance

COVID-19 considerations:
The office is open should people wish to work here with social distancing guidelines in place but it is not required. Even prior to Covid, you control your own schedule so time can be split between the office and home.