How large is Northwestern Mutual and where is it headquartered?

Northwestern Mutual has 5,001 to 10,000 employees and is headquartered in Milwaukee, Wisconsin. The company also maintains offices across Montana including Bozeman, Kalispell, Missoula, and Billings.

What is Northwestern Mutual's financial strength and stability?

Northwestern Mutual received the highest available ratings for financial strength from all four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings, and A.M. Best. The company manages over $570 billion in total assets and provides $2.2 trillion in life insurance protection in force.

What career opportunities are available as a Financial Advisor?

Financial Advisors build their own business with Northwestern Mutual's support, developing client relationships and presenting integrated financial plans. The role offers unlimited income potential with average earnings of $70K-$250K+ in the first three years, plus 100% paid licensing, business coaching, and marketing support.

What training and mentorship does Northwestern Mutual provide?

Northwestern Mutual offers award-winning training and development programs, assigned mentors, and ongoing support to help career changers build successful careers. The company provides study groups for insurance licensing, SIE, Series 6, and Series 63 certifications.

How long has Northwestern Mutual been in business?

Northwestern Mutual was founded in 1857 and has been helping people and businesses achieve financial security for over 165 years. The company is ranked 111 on the 2023 FORTUNE 500 and recognized as a "World's Most Admired Company" by Fortune Magazine.

Northwestern Mutual

Q: What benefits does Northwestern Mutual offer employees?

Benefits include medical, dental, and vision coverage, company-funded retirement packages and pension plans, family planning assistance, LGBTQ+ gender health services, flexible work schedules, and comprehensive life assistance programs for personal and professional wellbeing.

3.8 ★

A Northwestern Mutual Montana Company

www.northwesternmutual.com

Location

Bozeman, MT

Size

10,001+ employees

Revenue

$10+ billion (USD)

Industry

Financial Services

Founded

1857

Location

Bozeman, MT

Size

10,001+ employees

Revenue

$10+ billion (USD)

Industry

Financial Services

Founded

1857

Northwestern Mutual: America's Premier Financial Services Leader

Northwestern Mutual stands as one of America's most admired financial services companies, ranked 111 on the 2023 FORTUNE 500 and recognized as a "World's Most Admired Company" by Fortune Magazine. For over 165 years, this Milwaukee-based organization has been helping individuals and businesses achieve financial security, managing over $570 billion in total assets and providing $2.2 trillion worth of life insurance protection to more than five million clients nationwide.

Comprehensive Financial Solutions

Northwestern Mutual combines traditional expertise with innovative digital experiences to deliver integrated financial planning. The company offers life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services-all designed to help clients plan for what matters most. With the highest available ratings for financial strength from all four major rating agencies, Northwestern Mutual represents stability and trustworthiness.

Award Winning Career Development

The company has earned recognition as one of "America's 50 Best Companies to Sell For" by Selling Power Magazine and was named among Business Week's "Best Places to Launch a Career." Financial Advisors benefit from:

Award-winning training and development programs with assigned mentors
Ongoing support to help build successful careers in financial services
Opportunities to develop trustworthy networks and lasting client relationships
Entrepreneurial mindset encouraged with full business ownership support

Exceptional Benefits and Work Environment

Northwestern Mutual invests in team member wellbeing with comprehensive medical, dental, and vision coverage, company-funded retirement packages and pension plans, and 100% paid licensing and business coaching. The company offers unlimited income potential with average earnings of $70K-$250K+ in the first three years, flexible work schedules, family planning assistance, LGBTQ+ gender health services, and life assistance programs for personal and professional wellbeing.

Montana Presence and Growth

With offices across Montana including Bozeman, Kalispell, Missoula, and Billings, Northwestern Mutual provides local career opportunities while connecting professionals to a national organization. Financial Advisors build businesses for themselves while receiving comprehensive support, mentorship, and resources from a financially stable, industry-leading organization committed to relieving Americans from financial anxiety.

Mission

To relieve Americans from financial anxiety by helping people and businesses achieve financial security through comprehensive financial planning and industry-leading products.

Frequently Asked Questions

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3 results

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Northwestern Mutual
13502 Utica, NY
Feb 9, 2026
Northwestern Mutual
98127 Seattle, WA
Feb 9, 2026
Northwestern Mutual
$250K/yr + bonuses
98127 Seattle, WA
Feb 8, 2026

Northwestern Mutual

Client Experience Advisor

13502 Utica, NY · Feb 9, 2026

Website:www.northwesternmutual.com

Description

The Client Experience Advisor plays a crucial role in supporting the primary Wealth Advisor by managing existing client relationships and actively prospecting for new clients. As the second chair to the Wealth Advisor, this position involves providing exceptional service to clients, assisting in the development of financial strategies, and contributing to the growth of the firm's client base. The ideal candidate will possess strong interpersonal skills, a keen understanding of financial markets, and the ability to work collaboratively within a team.

Key Responsibilities: Client Relationship Management

Support Existing Clients

•Assist the primary Wealth Advisor in managing client accounts, ensuring a high level of service and satisfaction.

•Conduct regular client meetings and reviews to assess financial goals and performance.

•Address client inquiries and concerns promptly, providing accurate and helpful information.

Financial Planning Assistance

•Collaborate with the Wealth Advisor to develop and implement customized financial plans for clients.

•Prepare and review financial reports, investment summaries, and other documentation for client meetings.

•Monitor market trends and client portfolios to identify opportunities for adjustments or improvements.

Prospecting and Business Development

New Client Acquisition

•Proactively identify and pursue new client opportunities through networking, referrals, and marketing initiatives.

•Conduct initial consultations with prospective clients to understand their financial needs and objectives.

•Assist in the development and execution of strategies to expand the firm's client base.

Team Collaboration

Support Primary Advisor

•Act as the primary support for the Wealth Advisor, facilitating the smooth execution of client services.

•Coordinate with internal departments to ensure timely and efficient delivery of services.

Professional Development

•Stay informed about industry trends, financial products, and regulatory changes.

•Participate in training and development programs to enhance skills and knowledge.

A Notable 17 Northwestern Mutual Advisors Recognized Among Industry's Best on Latest Forbes Lists

MILWAUKEE, Feb. 5, 2026 /PRNewswire/ -- 17 of Northwestern Mutual's financial advisors earned a place on Forbes' prestigious 2026 Top Women Wealth Advisors* & Best-in-State lists. That total was an all-time high for the company, and nearly double the number of Northwestern Mutual advisors honored since 2023. This Forbes recognition highlights the industry's leading women financial advisors who are delivering exceptional client experiences, enhancing financial security, and shaping the future...

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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

MILWAUKEE, Jan. 21, 2026 /PRNewswire/ -- Northwestern Mutual today announced its continued distinction as one of FORTUNE's "World's Most Admired Companies." This annual ranking recognizes the leading organizations across a variety of sectors, and key factors that distinguish them in the marketplace. This year, Northwestern Mutual led its peers in the following categories: Use of Corporate Assets, Social Responsibility, Quality of Management, Financial Soundness, Long-term Investment Value,...

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Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams

230 Northwestern Mutual teams recognized among industry's leaders - a 32% jump year-over-year MILWAUKEE, Jan. 8, 2026 /PRNewswire/ -- Northwestern Mutual announced that 230 of its financial planning practices have been recognized on Forbes' prestigious 2026 Top Wealth Management Teams Best-in-State list, marking a 32% increase from the previous year. Developed in partnership with SHOOK Research, this list evaluates teams based on a range of key performance indicators, such as total revenue,...

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Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year

$42+ billion surplus, nearly $2.5 billion in monthly investable cash flow, elite financial strength enable the company to take on more calculated investment risk in pursuit of superior returns MILWAUKEE, Dec. 31, 2025 /PRNewswire/ -- For the 35th consecutive year, Northwestern Mutual has earned elite financial strength designations from all four of the nation's leading ratings agencies.1 Recently, one of those agencies, A.M. Best Company, announced that it affirmed Northwestern Mutual's...

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Only half of American millionaires plan to leave an inheritance - and just one-third consider themselves "wealthy," according to Northwestern Mutual Planning & Progress Study

Nearly half of millionaires say their financial planning needs improvement Top financial concerns of millionaires are distinctly different: The impact of taxes in retirement and long-term care American Dream: 80% of millionaires say they're "self-made" MILWAUKEE, Nov. 4, 2025 /PRNewswire/ -- Is $1 million enough to feel affluent in America? Not according to most millionaires. Just 36% of the nation's wealthiest citizens actually consider themselves "wealthy," and nearly half (49%) say their...

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