Entrepreneurial Financial Advisor - Build Your Own Practice

Northwestern Mutual; Denver (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Tuition/tuition reimbursement for lic.

Licensing support

Retirement plan

Medical, vision, dental

Life and disability insurance

Parental benefits

Job summary

Northwestern Mutual invites you to embark on a path to becoming a financial advisor by starting as a financial representative focused on client-building and obtaining licenses. Our award-winning training supports you as you develop a holistic financial planning practice across asset & protection, education funding, investments, retirement, and business needs analysis.

You’ll pursue licenses (Life/Accident & Health, SIE, Series 6, 7, 63) with Northwestern Mutual providing

Qualifications

• 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.
• 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

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Communication

Motivation & drive

Critical thinking

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to embark on a path to becoming a financial advisor by starting as a financial representative focused on client-building and obtaining licenses. Our award-winning training supports you as you develop a holistic financial planning practice across asset & protection, education funding, investments, retirement, and business needs analysis.

You’ll pursue licenses (Life/Accident & Health, SIE, Series 6, 7, 63) with Northwestern Mutual providing