Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual; Upper Arlington (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonus programs

Comprehensive medical, vision, and dental plans

Fully company-funded retirement package

Job summary

Northwestern Mutual in Upper Arlington, Ohio, is looking for a Financial Advisor to build a practice that enhances clients’ financial well-being. You will grow your client base via referrals, develop personalized financial plans, and manage those plans through various life stages. The role includes extensive training and support, with performance-based earnings that allow uncapped potential. Average annual earnings range from $61K to $250K based on experience and performance within the first three years.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset to drive business growth.
• Proven success in client-facing roles.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized financial plans for clients.
• Manage financial plans to help clients achieve goals.
• Support clients through various life stages.

Skills

Entrepreneurial ambitions

Time management

Relationship-building

Critical thinking

Strong communication

Motivation and drive

Education

Bachelor's degree

Job description

Northwestern Mutual in Upper Arlington, Ohio, is looking for a Financial Advisor to build a practice that enhances clients’ financial well-being. You will grow your client base via referrals, develop personalized financial plans, and manage those plans through various life stages. The role includes extensive training and support, with performance-based earnings that allow uncapped potential. Average annual earnings range from $61K to $250K based on experience and performance within the first three years.