Entrepreneurial Financial Advisor - Build Your Practice

Northwestern Mutual; Athens (AL); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual in Milwaukee, WI is seeking a financial advisor to build and grow a client-based practice, using award‑winning training to develop your planning skills.

You’ll own your business, earn through a performance‑based compensation structure, and learn to deliver holistic financial plans with our planning software while pursuing licenses (Life/Acc& Health, SIE, Series 6/7/63) through company support.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Strong communication and collaborative abilities.
• Legal work authorization in the US.
• Willingness to pursue required licenses.

Responsibilities

• Grow client base by building connections and referrals.
• Develop personalized financial plans for clients.
• Manage and adjust client portfolios over time.
• Support clients through life events with advice.

Skills

Relationship-building

Time-management

Communication

Education

Bachelor's degree

Tools

Proprietary planning software

Job description

Northwestern Mutual in Milwaukee, WI is seeking a financial advisor to build and grow a client-based practice, using award‑winning training to develop your planning skills.

You’ll own your business, earn through a performance‑based compensation structure, and learn to deliver holistic financial plans with our planning software while pursuing licenses (Life/Acc& Health, SIE, Series 6/7/63) through company support.