Entrepreneurial Financial Advisor: Build Planning Practice

Northwestern Mutual; Lancaster (Lancaster County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company‑funded retirement plan

Pension plan

Medical, vision, and dental plans

Parental benefits

Licensing and certification support

Job summary

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. This role enables you to own a business with uncapped earning potential through a performance-based compensation structure.

Training is comprehensive, with licenses in Life/Accident & Health, SIE, and securities. The position supports licensing and ongoing education while you build a client-first financial planning practice nationwide.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial mindset to build a business.
• Proven relationship-building or client-facing success.
• Strong time-management and collaborative spirit.
• Willingness to learn and grow professionally.
• Excellent communication and critical thinking skills.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow client base through new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage client financial plans to help them reach goals.
• Grow relationships with clients through all life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal work authorization

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. This role enables you to own a business with uncapped earning potential through a performance-based compensation structure.

Training is comprehensive, with licenses in Life/Accident & Health, SIE, and securities. The position supports licensing and ongoing education while you build a client-first financial planning practice nationwide.