Entrepreneurial Financial Advisor

Northwestern Mutual; Denver (NC); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual invites motivated individuals to start as financial representatives and grow into trusted financial advisors. The role emphasizes client acquisition, holistic planning, and ongoing client service, with a path to ownership or leadership within a flexible business model.

You will pursue licenses (Life/Health, SIE, Series 6/7/63) with company support, while developing your practice and revenue through commissions and renewals.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven client-facing or relationship-building success.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication.
• Legal authorization to work in the US without sponsorship.

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 spirit

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Self-motivation

Work authorization US

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated individuals to start as financial representatives and grow into trusted financial advisors. The role emphasizes client acquisition, holistic planning, and ongoing client service, with a path to ownership or leadership within a flexible business model.

You will pursue licenses (Life/Health, SIE, Series 6/7/63) with company support, while developing your practice and revenue through commissions and renewals.