Entrepreneurial Financial Advisor: Build Holistic Plans

careers-northwesternmutual; Bend (OR); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is recruiting motivated individuals to become Financial Advisors by starting as Financial Representatives focused on building a client base and obtaining licenses. You’ll use our planning tools to educate clients and design holistic plans covering investments, insurance, and retirement.

As an entrepreneur and independent contractor, you’ll own your practice, shape your schedule, and earn through a performance-based compensation structure.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business
• Proven success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking
• Strong communication skills
• 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

Entrepreneurial ambitions

Relationship-building

Time management

Critical thinking

Communication

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is recruiting motivated individuals to become Financial Advisors by starting as Financial Representatives focused on building a client base and obtaining licenses. You’ll use our planning tools to educate clients and design holistic plans covering investments, insurance, and retirement.

As an entrepreneur and independent contractor, you’ll own your practice, shape your schedule, and earn through a performance-based compensation structure.