Build Your Financial Planning Practice

Northwestern Mutual; Farmingdale (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based pay

Retirement plan

Medical insurance

Parental benefits

Job summary

Northwestern Mutual seeks a financial advisor who can build a practice by establishing a strong client network and delivering comprehensive financial planning. You will start as a financial representative focused on client-building and licensing, with extensive in-house training and a pathway to advisory independence.

You’ll obtain licenses like Life/AD&H, SIE, Series 6/7/63, with tuition support and a national network of mentors.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset with a drive to build a business.
• Proven ability to build client relationships and networks.
• Excellent time management and communication skills.

Responsibilities

• Grow your client base by building a referral network and delivering excellent client service.
• Create personalized financial plans tailored to each client’s goals and needs.
• Manage client plans through life events to help achieve long-term objectives.
• Develop relationships with clients across life stages to support ongoing advisory needs.

Skills

Relationship-building

Strong communicator

Time management

Critical thinking

Entrepreneurial mindset

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a financial advisor who can build a practice by establishing a strong client network and delivering comprehensive financial planning. You will start as a financial representative focused on client-building and licensing, with extensive in-house training and a pathway to advisory independence.

You’ll obtain licenses like Life/AD&H, SIE, Series 6/7/63, with tuition support and a national network of mentors.