Entrepreneurial Financial Advisor

Northwestern Mutual

Florida

On-site

USD 61,000 - 250,000

Full time

8 days ago

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Benefits offered by this job

Training & licensing support
Retirement plan
Healthcare plans
Parental benefits

Job summary

Northwestern Mutual is seeking a financial advisor to launch and grow a private practice focused on holistic financial planning. You will start as a financial representative building client networks, obtaining licenses, and developing a practice with a performance-based compensation structure.

You’ll receive award-winning training, licensing support, and access to a national advisor network to learn from experienced professionals while you build your business and finances.

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 critical thinking skills.
  • Strong communicator.
  • Strong sense of motivation and drive.
  • Legal authorization to work in the US without sponsorship.

Responsibilities

  • Grow your client base by making new connections and maintaining a strong referral network.
  • Build personalized, holistic financial plans tailored to each client’s needs.
  • Manage client financial plans to help them achieve goals.
  • Grow relationships with clients to support them through life stages.

Skills

Relationship-building
Client-facing
Time-management
Communication
Entrepreneurial mindset
Motivation & drive
Continuous learning
Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to launch and grow a private practice focused on holistic financial planning. You will start as a financial representative building client networks, obtaining licenses, and developing a practice with a performance-based compensation structure.

You’ll receive award-winning training, licensing support, and access to a national advisor network to learn from experienced professionals while you build your business and finances.

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