Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Boise (ID); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing & CFP designation support

Retirement plan

Medical, vision & dental

Job summary

Northwestern Mutual is seeking individuals to start as financial representatives and build a personal practice with education, licensing, and ongoing training. You will acquire clients, develop comprehensive plans, and manage portfolios while leveraging the firm’s proprietary tools.

Compensation is performance-based with licensing support, retirement benefits, and a national advisor network to accelerate growth.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial mindset to build a business.
• Proven ability to build and maintain client relationships.
• Excellent time-management and collaborative skills.
• Commitment to ongoing learning and professional growth.
• Strong analytical and critical-thinking abilities.
• Clear communication and motivation to succeed.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow client base through connections, referrals, and excellent service.
• Develop personalized, holistic financial plans for clients.
• Manage clients' financial plans to achieve goals over time.
• Expand relationships to support clients through life stages.

Skills

Bachelor's degree

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization in US

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking individuals to start as financial representatives and build a personal practice with education, licensing, and ongoing training. You will acquire clients, develop comprehensive plans, and manage portfolios while leveraging the firm’s proprietary tools.

Compensation is performance-based with licensing support, retirement benefits, and a national advisor network to accelerate growth.