Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Boston (KY); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual invites you to become a financial advisor, a path to building your own practice while helping clients reach financial goals. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to develop your planning practice.

As you grow, you’ll craft holistic financial plans, expand your referral network, and pursue licenses like Life/Accident & Health, SIE, Series 6/7/63.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Strong history of relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• High motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach their goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Client-facing experience

Time management

Continuous learning

Critical thinking

Strong communicator

Self-motivation

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor, a path to building your own practice while helping clients reach financial goals. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to develop your planning practice.

As you grow, you’ll craft holistic financial plans, expand your referral network, and pursue licenses like Life/Accident & Health, SIE, Series 6/7/63.