I applied online. The process took 2 weeks. I interviewed at Northwestern Mutual (Boston, MA) in Feb 2021
Interview
Went through multiple rounds of interviewing before I was told that it is not an advisory position, it is a life insurance sales position. One of your first requirement upon being hired is creating a list of 200 of your own personal contacts to try and make sales to.
Interview questions [1]
Question 1
Would you feel comfortable reaching out to personal contacts regarding scheduling meetings?
I applied through other source. The process took 2 weeks. I interviewed at Northwestern Mutual (Boston, MA) in Nov 2025
Interview
Fairly standard process, basic questions about myself and my experience and how i would fit in the roll and discussed how the team operates and functions within the company as well as what the job entails.
Interview questions [1]
Question 1
How do you beleive your experience translates to this role.
I applied online. I interviewed at Northwestern Mutual (Boulder, CO) in Jul 2025
Interview
Only asked a few questions about me, not including my work experience. She asked if I had life insurance or a financial advisor. Then showed me a slideshow selling me on the company.
I interviewed at Northwestern Mutual (New York, NY)
Interview
Initial phone call with a recruiter but it is very obviously a scam or MLM when asking specific questions. The company requires you to recruit people you know to their firm and pays you a commission rather than being a legitimate wealth management position.
Wealth Management Advisor applicants have rated the interview process at Northwestern Mutual with 2.2 out of 5 (where 5 is the highest level of difficulty) and assessed their interview experience as 48% positive. To compare, the company-average is 56.8% positive. This is according to Glassdoor user ratings.
Candidates applying for Wealth Management Advisor roles take an average of 19 days to get hired, when considering 21 user submitted interviews for this role. To compare, the hiring process at Northwestern Mutual overall takes an average of 20 days.
Common stages of the interview process at Northwestern Mutual as a Wealth Management Advisor according to 21 Glassdoor interviews include:
Phone interview: 26%
One on one interview: 18%
IQ intelligence test: 12%
Personality test: 9%
Drug test: 9%
Background check: 9%
Group panel interview: 6%
Presentation: 6%
Skills test: 3%
Other: 3%
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