Entrepreneurial Financial Advisor: Build Holistic Plans

Northwestern Mutual; Florham Park (NJ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing and exam support

CFP licensing support

Retirement and pension plan

Medical, vision, dental

Job summary

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll receive award-winning training to develop a holistic financial planning practice.

As a business owner and independent contractor, you can shape your workday, build a client base, and pursue uncapped earnings through a performance-based compensation structure.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambition to own a practice.
• Proven ability to build relationships and networks.
• Strong communication and time-management skills.
• Willingness to learn and collaborate with a team.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage and adapt client plans to meet goals.
• Foster relationships to support clients across life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time-management

Lifelong learning

Strong communication

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll receive award-winning training to develop a holistic financial planning practice.

As a business owner and independent contractor, you can shape your workday, build a client base, and pursue uncapped earnings through a performance-based compensation structure.