Entrepreneurial Financial Advisor

Northwestern Mutual; Morgantown (PA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Med/vision/dental insurance

Retirement plan/pension

Licensing support

Independent contractor status

Job summary

Northwestern Mutual is seeking a Financial Advisor to build a personal practice and help clients achieve their goals through holistic financial planning. You start as a financial representative focused on client-building and licenses, with training and a pathway to independent ownership.

You will educate clients using Northwestern Mutual’s planning tools, develop tailored plans, and grow a referral network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing or relationship-building roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication and critical thinking abilities.
• Motivation and drive to succeed as an independent contractor.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by building connections and maintaining referrals.
• Develop personalized, holistic financial plans for clients.
• Manage client financial plans to help achieve goals.
• Expand relationships with clients through life events and ongoing support.

Skills

Relationship-building

Time-management

Communication

Self-motivation

Learning mindset

Critical thinking

Drive

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to build a personal practice and help clients achieve their goals through holistic financial planning. You start as a financial representative focused on client-building and licenses, with training and a pathway to independent ownership.

You will educate clients using Northwestern Mutual’s planning tools, develop tailored plans, and grow a referral network.