Entrepreneurial Financial Advisor

Northwestern Mutual; Appleton (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement

Bonus programs and expense allowances

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring Financial Advisors to launch your own practice within our trusted framework in the United States. You’ll build a personal client base, create holistic financial plans, and manage clients’ portfolios, while leveraging our training and national advisor network.

You will obtain essential licenses and earn income through a performance-based structure, with support for licensing and ongoing development.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven track record in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Skills

Entrepreneurial drive

Relationship building

Time management

Continuous learning

Strong communication

Motivation and drive

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring Financial Advisors to launch your own practice within our trusted framework in the United States. You’ll build a personal client base, create holistic financial plans, and manage clients’ portfolios, while leveraging our training and national advisor network.

You will obtain essential licenses and earn income through a performance-based structure, with support for licensing and ongoing development.