Entrepreneurial Financial Advisor

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

Benefits offered by this job

Performance-based earnings

Retirement plan

Medical insurance

Dental insurance

Vision insurance

Licensing support

Job summary

Northwestern Mutual invites ambitious individuals to become financial advisors and business owners, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a holistic financial planning practice that blends investments, protection, and retirement solutions while you shape your own workday and income potential.

As you grow, you recruit clients, craft personalized plans, and provide ongoing service.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition 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 problem-solving.
• Strong communication skills.
• Motivation and drive to succeed.
• 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

Relationship-building

Time-management

Communication

Entrepreneurial ambitions

Education

Bachelor’s degree

Job description

Northwestern Mutual invites ambitious individuals to become financial advisors and business owners, starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a holistic financial planning practice that blends investments, protection, and retirement solutions while you shape your own workday and income potential.

As you grow, you recruit clients, craft personalized plans, and provide ongoing service.