Entrepreneurial Financial Advisor: Build Clients & Holistic Plans

Northwestern Mutual; Fairview (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

License training and education support

CFP licensing support

Company-funded retirement package

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual invites aspiring financial advisors to start a practice as independent contractors. The program emphasizes education, licensing, and a path to ownership, with a supported early career through training and national advisor networks.

You'll build a client base, create holistic financial plans, and guide clients through life stages, leveraging proprietary planning software and a performance-based compensation structure.

Qualifications

• Bachelor’s degree is 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

Relationship-building

Time management

Strong communicator

Critical thinking

Motivation and drive

Continuous learning

Education

Bachelor's degree

Job description

Northwestern Mutual invites aspiring financial advisors to start a practice as independent contractors. The program emphasizes education, licensing, and a path to ownership, with a supported early career through training and national advisor networks.

You'll build a client base, create holistic financial plans, and guide clients through life stages, leveraging proprietary planning software and a performance-based compensation structure.