Entrepreneurial Financial Advisor - Build Holistic Plans

Northwestern Mutual; Saugatuck (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based pay

Licensing support

Retirement plan

Professional development

Job summary

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative, focusing on client-building and licensing. Award-winning training helps you learn planning, investments, insurance, and retirement strategies to educate clients and grow a practice.

You can operate as a business owner with uncapped earning potential through a performance-based compensation structure. The role supports training and licensing, including Life/Accident & Health, SIE, and Series

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset to build a business.
• Proven client-facing or relationship-building history.

Responsibilities

• Grow client base by building a referral network and providing a great client experience.
• Develop personalized financial plans tailored to each client.
• Manage clients' financial plans to help reach their goals.
• Foster relationships with clients through life stages.

Skills

Entrepreneurial ambitions

Relationship building

Time management

Continuous learning

Strong communicator

Drive/motivation

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative, focusing on client-building and licensing. Award-winning training helps you learn planning, investments, insurance, and retirement strategies to educate clients and grow a practice.

You can operate as a business owner with uncapped earning potential through a performance-based compensation structure. The role supports training and licensing, including Life/Accident & Health, SIE, and Series