Entrepreneurial Financial Advisor

Talentify; City of Albany (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Tuition reimbursement

Professional training program

Retirement plan

Licensing support

Job summary

Northwestern Mutual invites aspiring financial professionals to start a business‑owned practice as a financial advisor. You will focus on client-building, licensing, and delivering holistic financial plans to help clients reach goals.

Our award-winning training supports your first years, teaches client acquisition, and leverages a national network of seasoned advisors. Expect a performance-based compensation model with ample growth opportunities.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient communication skills.
• Self-motivated with drive and initiative.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and referrals.
• Build personalized, holistic financial plans tailored to each client.
• Manage client plans to help them reach goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Communication

Time management

Motivation & drive

Collaboration

Critical thinking

Continuous learning

Entrepreneurial mindset

Education

Bachelor's degree

Job description

Northwestern Mutual invites aspiring financial professionals to start a business‑owned practice as a financial advisor. You will focus on client-building, licensing, and delivering holistic financial plans to help clients reach goals.

Our award-winning training supports your first years, teaches client acquisition, and leverages a national network of seasoned advisors. Expect a performance-based compensation model with ample growth opportunities.