Financial Advisor (Entry Level) – Training & Licensing Provided – Northwestern Mutual Wellesley, MA

Financial Representative – Wealth Management Career Track (Training Provided) Northwestern Mutual 
Wellesley, MA (On site)

Location: Wellesley, Massachusetts - in office role 5 days / week
Compensation: Commission-based opportunity (inclusive of development stipends, performance bonuses, and company benefits)

Launch Your Career in Financial Services

Are you looking for a career with unlimited income potential, professional growth, and the opportunity to make a real impact in people's lives? Purple Unicorn Enterprises brings this partnership with Northwestern Mutual, one of today's leading global enterprises, we are seeking exceptional Financial/ Wealth Management Advisors to join Northwestern Mutual's Wellesley office, which is the top performing district office in the company!”

Through a distinctive and holistic planning approach, Northwestern Mutual empowers clients to make the most of every day and plan for important moments in their future. You'll partner with clients to create personalized financial plans that address a broad set of objectives, helping them protect what they've worked hard to achieve while also growing their assets for the future.

NM Wellesley has been recognized as Boston Business Journal's Best Place to work 2024 & 2025 and we are deeply committed to mentorship. Every advisor who joins our team works closely with a Growth and Development Director who is dedicated to their success, providing individualized coaching, strategy, and business-building guidance every step of the way. You'll be surrounded by leadership that's invested in your professional growth and genuinely passionate about helping you reach your full potential.

In addition to personalized mentorship, they offer a comprehensive support ecosystem for new advisors, including dedicated professionals who handle applications, investment operations, and activity coaching. This means you can focus on what matters most — building relationships, developing your business, and making an impact — while having the tools, resources, and people behind you to help you succeed. We help new advisors grow into knowledgeable and empathetic professionals, ensuring that our practice continues to deliver exceptional service and uphold the principles that define our work. This is an entry-level opportunity with a structured career path into Financial Advisor and Wealth Management Advisor roles.

This position is ideal for recent graduates, career changers, former athletes, sales professionals, and individuals who enjoy building relationships and helping others plan their financial future.

What You'll Do

As a Financial Representative, you will help clients plan for their financial future while building your own professional practice.

Key responsibilities include:

• Build and maintain strong client relationships
• Conduct financial needs analysis and goal-based planning
• Develop customized financial strategies using insurance and investment solutions
• Educate clients on financial planning, retirement strategies, and wealth protection
• Grow and manage your own book of business
• Participate in professional training and licensing programs
• Work closely with experienced advisors and mentors

What We're Looking For

This team is laser focused on precision. We're seeking driven, entrepreneurial advisors who thrive in a fast-paced, goal-oriented environment and are motivated by success. The ideal candidate is hungry, disciplined, and resilient, with a strong desire to build a meaningful and financially rewarding career helping clients achieve financial security. You are competitive yet coachable, able to work independently while embracing mentorship and collaboration. A background in sales, athletics, or other performance-based roles where being a member of a team is highly valued, as is prior experience working on commission. Candidates should be confident communicators who enjoy building relationships, take initiative, and bring a strong work ethic to everything they do. Ultimately, we're looking for someone who embodies the Northwestern Mutual culture — ambitious, precise, and committed to long-term growth and excellence.

Qualifications:

• Bachelor's degree from an accredited 4-year university
• Strong interpersonal and communication skills
• High level of motivation, discipline, and resilience
• Entrepreneurial mindset and strong networking ability
• Interest in financial planning or wealth management
• Background in sales, athletics, leadership, military service, or client-facing roles is a plus
• Legally authorized to work in the U.S. (no visa sponsorship available)
• Willing to undergo a background check
• Candidate must have a car and the ability to commute to the Wellesley office (within 45 minutes - 1 hour)

Preferred Skills & Experience

• Licensed (Life & Health, Series 6/7/63, etc.) – preferred but not required
• Analytical thinking skills and ability to assess client needs
• Excellent verbal and written communication skills
• Effective sales, presentation, and customer service skills
• Strong organization, time management, and interpersonal skills
• Motivated self-starter with a desire to learn and grow
• Career changer or experienced in sales, business development, or client-facing roles
• Former college athlete or military background
• Entrepreneurial mindset or prior business ownership
• Ivy League or J.D. background (a plus, not required)
• Track record of professional success (e.g., $100K+ earnings in a previous role)
• Experience working with or currently being advised by a financial professional

Compensation & Benefits

• Commission structure designed to support early development
• Performance bonus program and production allowances
• Sponsorship for insurance licensing and Series exams (SIE, Series 6, 63, CFP®, etc.)
• Comprehensive medical, dental, and vision coverage
• Group life and disability insurance
• Retirement package and pension plan
• Development stipends and expense allowances
• Leadership and director-level growth opportunities
• Direct mentorship and hands on-training

Career changers are encouraged to apply.

Check out this video to learn more about our training and development program:
Northwestern Mutual Training & Development

Compensation & Income Potential

This is a performance-based opportunity with unlimited earning potential.

Compensation includes:

• Unlimited commission structure
• Typical earning potential of $100,000 – $300,000+ annually as your business grows
• Renewable income streams from your client base
• Performance bonuses and incentives
• Expense allowances during the early development period
• Opportunity to build and own a long-term book of business with enterprise value

Benefits

Eligible representatives may receive access to:

• Medical, Dental, and Vision Insurance
• Life Insurance and Disability Income Insurance
• Retirement package and pension plan
• Family planning benefits
• Professional development and licensing sponsorship

Why Northwestern Mutual

Northwestern Mutual is consistently recognized as an industry leader:

• #97 on the Fortune 500
• One of Fortune's “World's Most Admired Companies”
• Top 10 U.S. Independent Broker-Dealer by Financial Planning Magazine
• Named one of the “50 Best Places to Launch a Career” by BusinessWeek
• Highest possible financial strength ratings from all four major rating agencies

If you're passionate about helping others achieve financial security and want to build a meaningful career surrounded by mentorship, collaboration, and purpose — we'd love to meet you.

Apply Today

If you are looking for a career with unlimited growth potential, professional mentorship, and the opportunity to make a meaningful impact in people's lives, we encourage you to apply.

Know someone who would be a great fit? Refer them! If your referral is hired and accepts an offer, you'll receive a $50 referral fee. Refer more than one person who is hired and accepts an offer, and your referral bonus increases to $100

This search is being conducted in partnership with Purple Unicorn Enterprises, a talent optimization firm focused on employee identification, development, and culture