Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual; Dallas (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Uncapped earnings potential

Award-winning training

Company-funded retirement package

Job summary

Northwestern Mutual is seeking motivated individuals to start and grow a financial planning practice as a financial advisor. You’ll build a client base, develop holistic financial plans, and manage client portfolios while advancing licenses such as Life/Accident & Health, SIE, and Series 6/7/63 with company support.

This program emphasizes entrepreneurship, independent contractor status, and a compensation structure tied to performance, offering opportunities to open offices or join teams, with

Qualifications

• Active US work authorization without sponsorship.
• Entrepreneurial mindset with a track record in relationship-building or client-facing roles.
• Commitment to continuous learning and collaboration.

Responsibilities

• 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 client financial plans to help them reach their goals.
• Grow relationships with clients to support them through life stages.
• Complete required licenses with company-supported pre-payment/reimbursement.

Skills

Entrepreneurial mindset

Relationship-building

Continuous learner

Critical thinking

Motivation and drive

US work authorization

Education

Life/Accident & Health Certifications

SIE

Series 6/7/63

Job description

Northwestern Mutual is seeking motivated individuals to start and grow a financial planning practice as a financial advisor. You’ll build a client base, develop holistic financial plans, and manage client portfolios while advancing licenses such as Life/Accident & Health, SIE, and Series 6/7/63 with company support.

This program emphasizes entrepreneurship, independent contractor status, and a compensation structure tied to performance, offering opportunities to open offices or join teams, with