Entrepreneurial Financial Advisor - Build Your Own Practice

Northwestern Mutual Group; Olde West Chester (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement plan

Parental benefits

Tuition reimbursement for licenses

Job summary

Northwestern Mutual is seeking driven individuals to become Financial Representatives, starting as client-builders focused on licensing and education. You will train with an award-winning program, obtain Life/Health and Securities licenses, and learn to deliver holistic financial plans that align with clients’ futures.

The role offers substantial income potential through a performance-based structure, flexible work arrangements, and ongoing training across a nationwide advisor network.

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• 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

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking driven individuals to become Financial Representatives, starting as client-builders focused on licensing and education. You will train with an award-winning program, obtain Life/Health and Securities licenses, and learn to deliver holistic financial plans that align with clients’ futures.

The role offers substantial income potential through a performance-based structure, flexible work arrangements, and ongoing training across a nationwide advisor network.