Entrepreneurial Financial Advisor: Build Holistic Practice

Northwestern Mutual

El Paso (TX)

On-site

USD 61,000 - 250,000

Full time

14 days+

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Job summary

Northwestern Mutual is seeking a financial advisor who will start as a financial representative focused on client-building and licensing. The role offers training, license support, and a commission-based structure with uncapped earning potential as you own and grow your practice.

You will obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) and build a practice that serves clients with comprehensive financial plans, investments, insurance, and retirement solutions.

Qualifications

  • Bachelor’s degree required.
  • 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

Relationship-building
Time-management
Entrepreneurial mindset
Critical thinking
Communication
Motivation & drive
Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor who will start as a financial representative focused on client-building and licensing. The role offers training, license support, and a commission-based structure with uncapped earning potential as you own and grow your practice.

You will obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) and build a practice that serves clients with comprehensive financial plans, investments, insurance, and retirement solutions.

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