Entrepreneurial Financial Advisor

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

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Health, vision, dental plans

Parental benefits

Licensing and CFP licensing support

Job summary

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies needed to build a holistic financial planning practice.

As an independent contractor, you control your schedule and income, with a performance-based compensation structure and access to a national network of mentors.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management and communication skills.
• Authorized 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 mindset

Relationship-building

Communication skills

Time management

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies needed to build a holistic financial planning practice.

As an independent contractor, you control your schedule and income, with a performance-based compensation structure and access to a national network of mentors.