Financial Advisor Trainee
Northwestern Mutual - The Russo Group
Boston, MA US
Posted ago
Northwestern Mutual - The Russo Group

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As business owners, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off

Our Boston office location is seeking professionals to join our growing practice. Our representatives and advisors strive to understand their client's goals and dreams in order to develop comprehensive solutions that will help their clients reach financial success. 

Even if you have no previous finance experience, we will help nurture and develop your sales and planning talents! (Our training program = Training Magazine's "Training Top 125 Award" winner). You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training and educational programs, and mentors.

As a Northwestern Mutual Financial Representative:

  • Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
  • Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
  • Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
  • Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
  • Family Planning


  • Connecting with potential clients; being sensitive to their needs and true desires
  • Serve as the connection to your clients and collaborate with our financial planning team, mentors, and specialists to develop tailored solutions
  • Training and guidance from our leadership team and individual mentors
  • Partner with clients by creating personalized financial plans built on their unique needs and desires


  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent time-management skills
  • A desire for continuous learning
  • Legal authorization to work in the US without sponsorship

$78,000 - $113,000
About Northwestern Mutual - The Russo Group

Our ability to succeed as a financial industry leader hinges on a key element: bringing out the best in our people. At Northwestern Mutual-Russo Group we’ve built a culture of growth and giving, where we maximize our potential and care more about others than we do ourselves. We’re also creating an inspiring, inclusive culture where everyone can bring their best self to the workplace and realize their individual potential.

Why join Northwestern Mutual-Russo Group: • #90, Fortune 100 company (2021) • Forbes' Best Employers for Diversity (2018-2020) • Top 10 US Independent Broker-Dealers1 • #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) • $224 billion3 (retail investment client assets held or managed)

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