Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Bloomington (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Comprehensive health benefits

Parental benefits

Tuition reimbursement

Job summary

Northwestern Mutual in Bloomington, IN is seeking entrepreneurial individuals to start their own financial planning practice as Financial Representatives. You’ll build client relationships, learn planning strategies, and obtain essential licenses to offer holistic financial solutions across investments, insurance, and retirement planning.

Our award-winning training supports your first years in business, with licensing help (Life/Accident & Health, SIE, Series 6/7/63) and tuition reimbursements,

Qualifications

• Bachelor’s degree.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• 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 mindset

Client relationship building

Communication skills

Time management

Continuous learning

Critical thinking

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual in Bloomington, IN is seeking entrepreneurial individuals to start their own financial planning practice as Financial Representatives. You’ll build client relationships, learn planning strategies, and obtain essential licenses to offer holistic financial solutions across investments, insurance, and retirement planning.

Our award-winning training supports your first years in business, with licensing help (Life/Accident & Health, SIE, Series 6/7/63) and tuition reimbursements,