Entrepreneurial Financial Advisor — Build Your Own Practice

Northwestern Mutual; Irvine (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Company-funded retirement plan

Healthcare plans (medical, vision, and

Dental plans

Parental benefits

Job summary

Northwestern Mutual invites entrepreneurial professionals to become a financial advisor, starting as a financial representative focused on client-building and licenses. You'll use our planning software to educate clients and craft holistic financial plans.

The role emphasizes building a business as an independent contractor, with training, licensing support, and a compensation structure with uncapped earning potential. You can align your workday with your life and growth opportunities.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambition to own a business.
• Successful track record in relationship-building or client-facing roles.
• Excellent time-management and collaboration skills.
• Willingness to pursue continuous learning and licensing requirements.
• Strong communication skills and self-motivation.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by building connections and referrals while delivering a great client experience.
• Create personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Expand client relationships to support them through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Strong communication

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites entrepreneurial professionals to become a financial advisor, starting as a financial representative focused on client-building and licenses. You'll use our planning software to educate clients and craft holistic financial plans.

The role emphasizes building a business as an independent contractor, with training, licensing support, and a compensation structure with uncapped earning potential. You can align your workday with your life and growth opportunities.