Entrepreneurial Financial Advisor

Northwestern Mutual; Woburn (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Fully funded retirement plan

Professional training

Job summary

Northwestern Mutual invites you to become a Financial Advisor and business owner, building a practice around your life and goals. Start as a financial representative focused on client-building, licensing, and education through award-winning training programs.

You will develop personalized financial plans, educate clients on investments, insurance, and retirement strategies, and grow your business by expanding your referral network with a national platform behind you.

Qualifications

• Bachelor’s degree and entrepreneurial ambitions required.
• History of success in relationship-building or client-facing roles.
• Excellent time-management and communication skills.
• Desire for continuous learning and collaboration.

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

Client-facing

Time management

Communication

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a Financial Advisor and business owner, building a practice around your life and goals. Start as a financial representative focused on client-building, licensing, and education through award-winning training programs.

You will develop personalized financial plans, educate clients on investments, insurance, and retirement strategies, and grow your business by expanding your referral network with a national platform behind you.