Entrepreneurial Financial Advisor

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

Benefits offered by this job

Retirement package

Medical, vision, dental plans

Parental benefits

Licensing support

Expense allowances

Job summary

Northwestern Mutual is recruiting aspiring financial advisors who start as financial representatives focused on client-building and licensing. Our training programs prepare you to build a holistic financial planning practice including investments, insurance, and retirement solutions.

As a business owner and independent contractor, you shape your workday and earnings through a performance-based compensation structure.

Qualifications

• Bachelor’s degree and 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 with motivation and drive.
• 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

Bachelor's degree

Entrepreneurial mindset

Relationship-building

Time-management

Lifelong learning

Critical thinking

Communication skills

Motivation & drive

Work authorization (US, no sponsorship

Education

Bachelor’s degree

Job description

Northwestern Mutual is recruiting aspiring financial advisors who start as financial representatives focused on client-building and licensing. Our training programs prepare you to build a holistic financial planning practice including investments, insurance, and retirement solutions.

As a business owner and independent contractor, you shape your workday and earnings through a performance-based compensation structure.