Entrepreneurial Financial Advisor: Build Holistic Plans

Northwestern Mutual; Cary (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual offers aspiring financial advisors a path to build a personal business helping clients achieve financial goals through planning, investments, and protection. You start as a financial representative focused on client-building and licensing, supported by award-winning training and a scalable career path that can lead to ownership.

You’ll operate in a performance-based system with licensing support, a broad national network, and opportunities for uncapped earnings as you grow

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• 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

Entrepreneurial ambitions

Relationship building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in the US

Education

Bachelor's degree

Job description

Northwestern Mutual offers aspiring financial advisors a path to build a personal business helping clients achieve financial goals through planning, investments, and protection. You start as a financial representative focused on client-building and licensing, supported by award-winning training and a scalable career path that can lead to ownership.

You’ll operate in a performance-based system with licensing support, a broad national network, and opportunities for uncapped earnings as you grow