Entrepreneurial Financial Advisor

Northwestern Mutual

Dayton (MT)

On-site

USD 61,000 - 250,000

Full time

34 hours ago
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Benefits offered by this job

Fully company-funded retirement
Medical, vision, dental plans
Parental benefits

Job summary

Northwestern Mutual invites driven individuals to start a financial advisory practice as a financial representative, then grow into a financial advisor. You’ll build client bases, craft holistic plans, and manage client portfolios while benefiting from company training, licensing support, and a nationwide network.

Independent contractor earnings and a pension plan are part of the offering. Licensing includes Life/Accident & Health, SIE, and Series exams, with tuition pre-payment or

Qualifications

  • Bachelor’s degree is required or implied.
  • Entrepreneurial ambitions to be a business owner.
  • History of success in relationship-building or client-facing roles.
  • Excellent time-management and strong communication 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 ambitions
Relationship-building
Time-management
Continuous learning
Strong communicator
Drive and motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites driven individuals to start a financial advisory practice as a financial representative, then grow into a financial advisor. You’ll build client bases, craft holistic plans, and manage client portfolios while benefiting from company training, licensing support, and a nationwide network.

Independent contractor earnings and a pension plan are part of the offering. Licensing includes Life/Accident & Health, SIE, and Series exams, with tuition pre-payment or

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