Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual; Spokane Valley (WA); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is seeking aspiring financial advisors who will build client relationships and deliver holistic financial planning. You start as a financial representative focused on client-building and license attainment, with award-winning training and a path to owning your own practice.

You’ll pursue licenses (Life/ACC&H, SIE, Series 6/7/63) with company tuition support and a national network of experienced advisors.

Qualifications

• Bachelor’s degree required or equivalent.
• Strong relationship-building or client-facing track record.
• Excellent time-management and organizational skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and problem-solving abilities.
• Strong communication and motivation to succeed.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by building connections and maintaining a strong referral network.
• Create personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Develop relationships with clients across life stages.

Skills

Relationship-building

Time-management

Communication

Self-motivation

Learning mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors who will build client relationships and deliver holistic financial planning. You start as a financial representative focused on client-building and license attainment, with award-winning training and a path to owning your own practice.

You’ll pursue licenses (Life/ACC&H, SIE, Series 6/7/63) with company tuition support and a national network of experienced advisors.