Entrepreneurial Financial Advisor: Build Your Own Practice

Northwestern Mutual

West Chester (Chester County)

On-site

USD 61,000 - 250,000

Full time

43 hours ago
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Benefits offered by this job

Fully company-funded retirement
Competitive medical, vision & dental
Life and Disability Insurance
Parental benefits

Job summary

Northwestern Mutual invites ambitious professionals to start a business as a financial advisor. You’ll begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth and the development of a comprehensive financial planning practice.

As you build your client base, you’ll deliver personalized plans across investments, protection, and retirement, while leveraging a national network and performance-based compensation.

Qualifications

  • Bachelor’s degree required
  • Entrepreneurial ambitions to own a business
  • Proven ability in relationship-building or client-facing roles
  • Excellent time-management and communication skills
  • Desire for continuous learning and collaboration

Responsibilities

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

Skills

Entrepreneurial ambitions
Relationship-building
Time management
Communication
Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites ambitious professionals to start a business as a financial advisor. You’ll begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your growth and the development of a comprehensive financial planning practice.

As you build your client base, you’ll deliver personalized plans across investments, protection, and retirement, while leveraging a national network and performance-based compensation.

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