Entrepreneurial Financial Advisor — Build Your Own Practice

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

Benefits offered by this job

Performance-based earnings

Top advisor earnings potential

Licensing support (SIE, Series 6/7/63)

Job summary

Northwestern Mutual is seeking candidates to become financial advisors who start as financial representatives focused on client-building and obtaining licenses. You’ll have access to award-winning training and a pathway to build a financial planning practice with uncapped earning potential.

As an entrepreneur, you can shape your workday by choosing where and how you operate, while pursuing licenses and certifications such as Life/Health, SIE, and Series exams.

Qualifications

• Bachelor’s degree is required or preferred.
• Entrepreneurial ambitions to own a business.
• Proven history in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

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

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization in US (no sponsor)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking candidates to become financial advisors who start as financial representatives focused on client-building and obtaining licenses. You’ll have access to award-winning training and a pathway to build a financial planning practice with uncapped earning potential.

As an entrepreneur, you can shape your workday by choosing where and how you operate, while pursuing licenses and certifications such as Life/Health, SIE, and Series exams.