Entrepreneurial Financial Advisor — Build Your Client-Centric Practice

UNAVAILABLE; Dayton (OH); Presencial; USD 61 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Performance-based earnings

Licensing support

Retirement package

Medical, Vision, Dental

Resumo da oferta

Northwestern Mutual offers aspiring financial advisors a path to build a personal practice with support and training. As a financial representative, you'll focus on client-building, licensing, and creating holistic financial plans that address goals across planning, investments, protection, and retirement.

As an entrepreneur, you can shape your workday, grow a client base, and earn through a performance-based compensation structure, with access to extensive training, licensing support, and

Qualificações

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Conhecimentos

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization in US

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

Northwestern Mutual offers aspiring financial advisors a path to build a personal practice with support and training. As a financial representative, you'll focus on client-building, licensing, and creating holistic financial plans that address goals across planning, investments, protection, and retirement.

As an entrepreneur, you can shape your workday, grow a client base, and earn through a performance-based compensation structure, with access to extensive training, licensing support, and