Career Paths

Supporting the development of our financial representatives helps strengthen Northwestern Mutual. We provide continuous opportunities for advancement through specialization and leadership training. Everyone’s career path is unique, so our independent financial representatives control the choices they make to help direct and further their careers.

Financial Representative: Representatives in this model will address client’s personal and business needs and help deliver financial security solutions through in-depth factfinding, needs analysis, and insurance and investment product recommendations.

Financial Advisor (with Northwestern Mutual Investment Services, LLC): Representatives in this model can use a personal and business planning process to deliver and implement a comprehensive financial plan that integrates a wide spectrum of insurance and investment needs.
Wealth Management Advisor (with Northwestern Mutual Wealth Management Company®): Representatives in this model can deliver comprehensive planning, trust services, and/or investment advisory products and services that help address the unique financial issues faced by affluent families and business owners.

Specialization - The opportunity to specialize in market niches such as disability income, long-term care, annuities and investments. Representatives may also choose to become financial advisors of Northwestern Mutual Investment Services, LLC or wealth management advisors of Northwestern Mutual Wealth Management Company®.

  • Long Term Care (LTC) Specialist: Work with your clients to help ensure that their long term care needs, or the needs of a family member will be taken care of. 
  • Estate and Business Planning Specialist: Offer expertise in estate, business and executive benefit planning. They are appointed in the network office to provide marketing, consulting, and case development support on a joint work basis. \

Leadership - The opportunity for career advancement through the recruitment, development and retention of fellow representatives by opening new offices, strengthening existing ones, and supplying the overall structure and support to maintain and grow Northwestern Mutual. A representative can maintain his/her own practice while helping other representatives build new ones. Leadership opportunities include, but are not limited to:

  • Leadership through Education, Achievement & Development Program (L.E.A.D.): Provides access to an exclusive training curriculum that will help representatives develop the skills needed to take on a leadership role within their network office.
  • College Unit Director (CUD): Leads a group of energized college interns. Read more about our top-rated internship program.
  • Field Director (FD): Assists in the recruitment and selection process in order to build a cohesive unit of productive full-time financial representatives.
  • Managing Director (MD): Takes on the unique challenge of balancing personal production and managing a district network office.
  • Managing Partner (MP): Creates a vision and is responsible for the overall success of a network office.

* If you are interested in learning more about our career paths, please contact one of our recruiters.


Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck