Entrepreneurial Financial Advisor

Northwestern Mutual; West Chester (Chester County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License & designation support

Retirement plan

Healthcare benefits

Parental benefits

Job summary

Northwestern Mutual seeks a financial advisor who will build and manage a personal client base, delivering holistic financial plans and ongoing support. You’ll work to educate clients on investments, insurance, and retirement solutions while earning through a performance-based compensation model.

As an entrepreneur, you’ll shape your practice, decide where to open an office, and collaborate with a national network of experienced advisors.

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, 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

Client relationships

Time management

Communication

Motivation and drive

Continuous learning

Critical thinking

Entrepreneurial mindset

Sponsorship eligibility

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a financial advisor who will build and manage a personal client base, delivering holistic financial plans and ongoing support. You’ll work to educate clients on investments, insurance, and retirement solutions while earning through a performance-based compensation model.

As an entrepreneur, you’ll shape your practice, decide where to open an office, and collaborate with a national network of experienced advisors.