Entrepreneurial Financial Advisor — Build Your Own Practice

Northwestern Mutual; Duluth (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training program

Licensing & designations support

CFP licensing support

Company-funded retirement package

Health, vision & dental plans

Job summary

Northwestern Mutual offers aspiring financial advisors a path to entrepreneurship, with training to build a practice that serves clients through holistic financial planning. You begin as a financial representative focused on client building and licensing, then progress within a national network of experienced advisors.

Licensing includes Life/Health, SIE, and Series exams, with tuition prepayment/reimbursement.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Authorized to work in the US without sponsorship.

Responsibilities

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

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Collaboration

Critical thinking

Communication skills

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual offers aspiring financial advisors a path to entrepreneurship, with training to build a practice that serves clients through holistic financial planning. You begin as a financial representative focused on client building and licensing, then progress within a national network of experienced advisors.

Licensing includes Life/Health, SIE, and Series exams, with tuition prepayment/reimbursement.