Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual; Fairfield (PA); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual seeks a driven financial advisor to build a client-centered practice. You’ll start as a financial representative, focus on client acquisition, and obtain licenses to offer comprehensive planning, investments, insurance, and retirement solutions.

As an independent contractor in a structured, supportive system, you’ll shape your workday, cultivate a referral network, and grow with a national advisor community while earning based on performance and client outcomes.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Excellent time-management skills.
• Willingness to learn and collaborate.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by building a strong referral network and delivering a great client experience.
• Build personalized, holistic financial plans tailored to each client.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Self-motivated

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a driven financial advisor to build a client-centered practice. You’ll start as a financial representative, focus on client acquisition, and obtain licenses to offer comprehensive planning, investments, insurance, and retirement solutions.

As an independent contractor in a structured, supportive system, you’ll shape your workday, cultivate a referral network, and grow with a national advisor community while earning based on performance and client outcomes.