Entrepreneurial Financial Advisor | Build a Practice & Earn

Northwestern Mutual

Richmond (CA)

On-site

USD 61,000 - 250,000

Full time

21 hours ago
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Benefits offered by this job

Licensing support
Retirement plan
Medical, vision & dental insurance
Parental benefits
Training program

Job summary

Northwestern Mutual is offering aspiring financial advisors a path to build and own a private practice backed by award-winning training. You start as a financial representative focused on client-building and licensing, with access to a national network of advisors and a compensation structure tied to performance.

As you grow, opportunities include opening an office, joining a top team, or becoming an advanced advisor while building a sustainable business with uncapped earning potential.

Qualifications

  • Entrepreneurial mindset to start and grow a financial practice.
  • Proven track record in building relationships and networks.
  • Strong time management and prioritization for client service.
  • Commitment to continuous learning and professional growth.
  • Analytical and critical thinking to tailor financial plans.
  • Clear communication with clients and team members.
  • High motivation and drive to achieve earnings goals.
  • Authorized to work in the United States without sponsorship.

Responsibilities

  • Grow client base by building a referral network and delivering excellent client service.
  • Create personalized, holistic financial plans addressing client needs.
  • Manage client financial plans to help meet goals across life stages.
  • Cultivate ongoing relationships to support clients over time.

Skills

Entrepreneurial ambitions
Relationship-building
Time management
Lifelong learner
Critical thinking
Strong communicator
Self-motivation
US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is offering aspiring financial advisors a path to build and own a private practice backed by award-winning training. You start as a financial representative focused on client-building and licensing, with access to a national network of advisors and a compensation structure tied to performance.

As you grow, opportunities include opening an office, joining a top team, or becoming an advanced advisor while building a sustainable business with uncapped earning potential.

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