Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Bloomington (IN); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Expense allowances

Pension plan

Health insurance

Parental benefits

Job summary

Northwestern Mutual in the United States offers a path to owning and building a financial planning practice. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to prepare you for long-term success.

As you grow, you can shape your business around your life, working with a national network of advisors, with compensation based on performance, licenses supported, and retirement and protection products to offer clients.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s 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

Continuous learning

Critical thinking

Strong communicator

Drive/motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States offers a path to owning and building a financial planning practice. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to prepare you for long-term success.

As you grow, you can shape your business around your life, working with a national network of advisors, with compensation based on performance, licenses supported, and retirement and protection products to offer clients.