Entrepreneurial Financial Advisor

Northwestern Mutual; Princeton (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirementpackage

Pension plan

Medical, vision, and dental plans

Parental benefits

Bonuses and expense allowances

Licensing support (SIE, Series 6/7, 63

Job summary

Northwestern Mutual in Milwaukee, WI, offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The program provides award-winning training and a design to build a practice with uncapped earnings through a performance-based compensation structure.

As an entrepreneur, you can open your own office or join a team, guided by a national network of tenured advisors and ongoing training through the first three years of the

Qualifications

• Bachelor’s degree or higher.
• 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 and communication skills.
• Strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by building connections and maintaining a referral network.
• Build personalized, holistic financial plans for each client.
• Manage client plans to help achieve goals.
• Grow client relationships to support them through life stages.

Skills

Relationship-building

Client-facing experience

Time-management

Communication skills

Self-motivation

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual in Milwaukee, WI, offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. The program provides award-winning training and a design to build a practice with uncapped earnings through a performance-based compensation structure.

As an entrepreneur, you can open your own office or join a team, guided by a national network of tenured advisors and ongoing training through the first three years of the