Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual

Baltimore (MD)

On-site

USD 61,000 - 119,000

Full time

14 days+
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Benefits offered by this job

Performance-based earnings
Fully company-funded retirement package
Comprehensive medical, vision, and dental plans
Bonus programs and expense allowances
Parental benefits

Job summary

A leading financial services firm in Maryland seeks a financial advisor to develop personalized financial plans and grow client relationships. This role offers extensive training and allows for entrepreneurial growth within the company. Candidates should have ambitions for business ownership and a track record in client-facing roles. Average advisor annual earnings range from $61K to $119K in the first three years, with additional earnings potential based on performance.

Qualifications

  • Must obtain Life/Accident & Health Certifications and other licenses.
  • Proven success in relationship-building or client-facing roles.
  • Legal authorization to work in the US without sponsorship.

Responsibilities

  • Grow your client base and maintain strong referral networks.
  • Build personalized financial plans for clients.
  • Manage clients' financial plans to help them achieve their goals.

Skills

Entrepreneurial ambitions
Client relationship-building
Motivation and drive
Critical thinking
Desire for continuous learning

Education

Life/Accident & Health Certifications
Securities Industry Essentials (SIE)
Series 6, 7, and 63

Job description

A leading financial services firm in Maryland seeks a financial advisor to develop personalized financial plans and grow client relationships. This role offers extensive training and allows for entrepreneurial growth within the company. Candidates should have ambitions for business ownership and a track record in client-facing roles. Average advisor annual earnings range from $61K to $119K in the first three years, with additional earnings potential based on performance.
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