Entrepreneurial Financial Advisor — Build Your Own Practice

Northwestern Mutual; Onalaska (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement package

Medical, vision & dental plans

Parental benefits

Job summary

Northwestern Mutual is seeking a financial advisor to build a personal practice with comprehensive planning capabilities. You’ll start as a financial representative focused on client-building and licensure, then advance as you gain licenses and experience.

Our award-winning training supports your first years in the business, with licensing in Life/Health, SIE, and Series exams, plus reimbursement for tuition and books. Earnings are performance-based with renewal income and bonuses.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to build a personal practice with comprehensive planning capabilities. You’ll start as a financial representative focused on client-building and licensure, then advance as you gain licenses and experience.

Our award-winning training supports your first years in the business, with licensing in Life/Health, SIE, and Series exams, plus reimbursement for tuition and books. Earnings are performance-based with renewal income and bonuses.