Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual; Wellesley (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Support for licensing

Company-funded retirement package

Comprehensive medical, vision, and dental plans

Job summary

Northwestern Mutual in Wellesley, MA is seeking a Financial Advisor to assist clients with financial planning and achieve their goals. This role offers comprehensive training and resources, allowing you to build personalized financial plans and manage client relationships throughout their life stages.

The compensation is performance-based, with potential earnings ranging from $61,000 to $250,000. The ideal candidate will possess a Bachelor's degree and have strong relationship-building skills, time-management abilities, and a desire for continuous learning.

Qualifications

• History of success in relationship‑building or client‑facing roles.
• Desire for continuous learning and collaboration.
• 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 financial plans tailored to clients’ unique needs.
• Manage clients’ financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Communication

Critical thinking

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual in Wellesley, MA is seeking a Financial Advisor to assist clients with financial planning and achieve their goals. This role offers comprehensive training and resources, allowing you to build personalized financial plans and manage client relationships throughout their life stages.

The compensation is performance-based, with potential earnings ranging from $61,000 to $250,000. The ideal candidate will possess a Bachelor's degree and have strong relationship-building skills, time-management abilities, and a desire for continuous learning.