Financial Advisor

Northwestern Mutual- The Russo Group
Midtown Manhattan, New York City, New York
Commission, bonuses, expense allowance, stipends, benefits, pension plans
July 11 2017
Insurance, Securities

Financial Advisor Career Description:

Northwestern Mutual financial advisors help clients see their whole financial picture through a comprehensive planning approach that addresses a wide range of financial needs. Our financial advisors provide personalized financial planning through insurance and investment solutions, including:

  • Asset and Income Protection
  • Education Funding
  • Retirement Planning
  • Business Planning
  • Employee and Executive Benefits
  • Investment Advisory Services
  • Fee-Based Financial Planning
  • Estate Planning
  • Trust Services
  • Private Client Services



Our support services free you to focus on your clients and enhance the productivity of your practice by providing:

  • Formal training, ongoing development, mentors, and product specialists
  • Comprehensive personal and business planning analysis tools
  • Insurance and investment operations team
  • Product sales support and client servicing
  • Aggregated client account software
  • Sponsorship and training for licenses and professional designations


  • Bachelor’s degree
  • Someone who builds relationships centered on trust, open communication, and transparency
  • A commitment to ongoing learning, including staying current on financial news and the impacts to their clients
  • Someone who is proactive and focused on providing excellent customer service
  • Someone who has a history of professional success

Compensation and Benefits:

  • Exceptional income potential
  • Comprehensive medical coverage
  • Two company-funded retirement plans (pension and 401k plan).
  • Group life and disability income insurance
  • Payouts of up to 90% GDC

Northwestern Mutual Company Description:

For 160 years, Northwestern Mutual has been helping clients plan for financial security with confidence. As a mutual company with no shareholders, we focus solely for the benefit of providing protection, financial strength, and product value to our clients. Through a distinctive, whole-picture planning approach that includes insurance and investments, we empower people to be financially confident so they can live life differently.

  • Size: $250 billion in assets. $28.2 billion in revenue. Ranked 100 on the 2016 Fortune 500 list. 4.4 million clients.
  • World’s Most Admired: We are among the “World’s Most Admired” life insurance companies, according to Fortune magazine’s annual survey, published February 2017.
  • Ratings: We have the highest financial strength ratings awarded to any life insurer by all four major credit rating agencies: A.M. Best Company A++ (highest), 4/2017; Fitch Ratings AAA (highest), 11/2016; Moody’s Investors Service Aaa (highest), 1/2017; Standard & Poor’s AA+ (second highest), 6/2016. Ratings are subject to change.
  • Top 10 Broker-Dealer: We rank among the Top 10 independent broker-dealers, as measured by total revenues. Source: Financial Planning magazine, June 2016.
  • Total Dividends: We expect to pay an industry-leading total dividend of $5.2 billion in 2017.
  • Innovation: Awarded 2016 Eye on Innovation Prize for “Most Innovative Digital Business Model in Financial Services” by Gartner, October 2016.
  • Customer Satisfaction: We have a persistency rate of 96 percent for life insurance in force.
  • Guidance: Our financial advisor training program is recognized among the country’s best, helping our financial advisors guide you to a more secure financial future.
  • Market Share: We are the largest direct provider of individual life insurance in the United States, ranking first in market share based on 2016 data from SNL Financial.

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