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Northwestern Mutual

Financial Advisor | Misson-Driven Career for Military Veterans

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$109,068 / year median in Montana

+3% projected growth

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Job Description

Former Military Leaders Wanted Financial Advisor | Continue Your Mission of Service Through Leadership and Impact You led teams. You executed missions. You made decisions when the stakes were high. The uniform may be behind you - or you may be preparing to transition out of it - but the leadership, discipline, resilience, and commitment to service you developed in the military remain incredibly valuable. As a Financial Advisor with Northwestern Mutual, you can put those strengths to work helping individuals, families, and business owners build financial security while creating a purpose-driven practice and career of your own. Why Military Professionals Thrive Here Success in the military requires many of the same qualities that drive success as a
Financial Advisor:
  • Leadership and accountability
  • Integrity and trust
  • Mission-focused execution
  • Strategic thinking
  • Resilience and adaptability
  • Relationship building
  • Commitment to service
  • Discipline and initiative
  • The ability to lead through uncertainty
  • A drive for continuous improvement A background in finance is not needed to bring these qualities to the role.
Northwestern Mutual provides training, coaching, mentorship, and resources to help you translate your experience into a new career.
Your Next Mission:
Helping Others Build Financial Security As a Financial Advisor, you'll build meaningful relationships with clients and help them navigate some of life's most important financial decisions. You'll work with individuals, families, and business owners to develop strategies designed to:
  • Build and protect wealth
  • Prepare for retirement
  • Protect income and lifestyle
  • Develop investment strategies
  • Manage financial risk
  • Plan for major life transitions
  • Build estate and legacy strategies
  • Create long-term financial security for future generations This isn't simply about financial products.
It's about understanding what matters to people, helping them create a plan, and being a trusted resource throughout their lives. Build Your Practice Military professionals understand ownership and accountability: assess the situation, develop the plan, build relationships, execute, and adapt. As a Northwestern Mutual Financial Advisor, you'll have the opportunity to build and grow a client practice while benefiting from the resources of an established organization, including:
  • A respected national brand
  • Comprehensive training and development
  • Personalized coaching and mentorship
  • Experienced financial planning specialists
  • Advanced technology and planning resources
  • Ongoing professional development
  • Leadership and career growth opportunities
  • A collaborative network of professionals invested in your success You'll have the ability to shape your career, grow your client base, strengthen your leadership skills, and build a meaningful long-term career for yourself and your family. What You'll Do
  • Build relationships within your community and develop a strong professional network.
  • Meet with clients to understand their personal and business goals, priorities, and financial needs.
  • Develop personalized financial strategies and holistic planning solutions.
  • Educate clients so they can make informed financial decisions with confidence.
  • Build and manage a client practice centered on long-term relationships and service.
  • Develop expertise in financial planning, sales, entrepreneurship, leadership, and business development.
  • Participate in ongoing coaching, training, and professional development.
  • Build long-term client relationships based on trust, integrity, and service.
Merit-Based Growth Military professionals understand that leadership is demonstrated through performance, accountability, and commitment. This career rewards those same qualities. Your growth is driven by the relationships you build, the value you provide to clients, your ability to execute, and the business you create. For those interested in leadership, management, and business ownership, this career can provide opportunities to expand your impact well beyond an individual practice. Who We're Looking For We welcome candidates from across the military community, including:
  • Active-duty service members preparing to transition
  • Military Officers
  • Senior NCOs
  • Veterans
  • Military Recruiters
  • Military leaders from all branches and career fields No previous financial services experience is required. You May Be a Strong Fit If You Are
  • Motivated by service and helping others
  • Known for building trust with others
  • Comfortable taking ownership
  • Goal-driven and accountable
  • Coachable and eager to learn
  • Resilient when facing challenges
  • Skilled at building relationships
  • Connected to or interested in serving your community
  • Interested in entrepreneurship and business ownership
  • Looking for long-term professional and leadership growth
  • Ready to build something meaningful for yourself and your family Transitioning From Active Duty? You don't have to wait until separation to start exploring what's next. Northwestern Mutual offers opportunities for transitioning service members, including:
  • SkillBridge opportunities for eligible active-duty service members
  • Internship opportunities for eligible individuals leveraging GI Bill benefits
  • Training and mentorship designed to help translate military leadership into a civilian business career Learn more: Opportunities Across Montana Bozeman | Missoula | Kalispell | Billings | Great Falls | Helena Whether you're transitioning out of the military, returning home to Montana, or looking for a career where your leadership experience continues to matter, we'd like to hear from you.
A Mission Bigger Than Yourself Many veterans leave military service looking for more than their next job. They want purpose, responsibility, growth, and the opportunity to continue making a difference. Financial advising provides an opportunity to help people create stability, protect what they have worked for, and feel more confident about their financial future. The mission changes. The leadership doesn't. The impact continues. If you're ready to explore how your military experience could translate into a career in financial advising, business development, and leadership, submit your resume for consideration in our selection process. Why Northwestern Mutual
  • VIQTORY Military Friendly Employer
  • Training Magazine MVP Award
  • APEX Award for Excellence in Training & Development
  • Fortune World's Most Admired Companies
  • Glassdoor Best Places to Work
  • WayUp Top Internship Program
  • Forbes Best Employers for New Grads
  • Recognition among leading U.S. independent broker-dealers
  • Industry recognition for financial strength and consumer experience Publication note: Awards, rankings, financial figures, program eligibility, and other company claims should be verified against Northwestern Mutual's current approved recruiting and compliance materials before publication.
What our current veteran Financial Advisors say: "After serving for over a decade, I wanted a career where I could continue helping people while having more control over my future. Financial advising allowed me to use the same leadership, planning, and relationship-building skills I relied on in the military every day." "What attracted me most was the opportunity to continue serving others. Today, I help families create financial security while building a business that reflects the values I learned during my military career."
Pay:
$52,000.00 - $148,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid training Professional development assistance Referral program Retirement plan Vision insurance
Work Location:
In person