Financial Advisor Trainee (Indian Professionals) jobs in United States
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Northwestern Mutual · 21 hours ago

Financial Advisor Trainee (Indian Professionals)

positionGreater Sacramento
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$74K/yr - $128K/yr

Northwestern Mutual is hiring ambitious professionals who want to build a future in financial advising. The role involves guiding members of the Indian community in managing their finances, particularly in relation to unique wealth nuances and family dynamics.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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H1B Sponsor Likelynote
Hiring Manager
Pranav Patel
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Responsibilities

Help Indian professionals look at their finances comprehensively
Proactively guide members of the Indian community in financial decisions
Assist clients in getting organized and maximizing their finances
Work alongside experienced advisors to provide correct financial advice
Demonstrate community-mindedness and integrity

Qualification

Financial advisingSales aptitudeCommunity-mindedTenacityIntegrity

Required

Ambitious professionals who want to build a future in financial advising
Ability to use life experiences and shared cultural connections to help the Indian community with finances
Community-minded
Competitive spirit
Tenacious self-discipline
Outstanding character, pride, and integrity

Preferred

Sales and marketing aptitude

Benefits

Sales commissions and renewal revenues
Monthly KPI bonuses up to $22,000 in first 6 months
New-client and client-retention bonuses
Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

H1B Sponsorship

Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
Tim Gerend leads Northwestern Mutual into its next era
2026-02-06
PR Newswire
A Notable 17 Northwestern Mutual Advisors Recognized Among Industry's Best on Latest Forbes Lists
2026-02-05
PR Newswire
Northwestern Mutual tops industry in Financial Soundness, Quality of Products and Services, Long-Term Investment Value and more on FORTUNE's latest list of the "World's Most Admired" Companies
2026-01-22
Company data provided by crunchbase