Entrepreneurial Financial Advisor - Build Your Practice

Talentify; Charleston (WV); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income opportunities

Company-funded retirement plan

Insurance licensing support

CFP licensing support

Job summary

Northwestern Mutual is seeking a financial advisor who can start a business, build a client base, and deliver holistic financial plans. The program emphasizes training, licensing support, and a path to independent contractor status with uncapped earnings potential.

Representatives may pursue licenses for Life/Accident & Health, SIE, and Series exams, with tuition pre-payment or reimbursement and nationwide support from a network of advisors.

Qualifications

• Entrepreneurial ambitions to be a business owner.
• Strong communication with clients.
• Excellent time-management and collaborative skills.

Responsibilities

• Grow your client base through new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to reach goals.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial ambitions

Strong communicator

Time management

Critical thinking

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor who can start a business, build a client base, and deliver holistic financial plans. The program emphasizes training, licensing support, and a path to independent contractor status with uncapped earnings potential.

Representatives may pursue licenses for Life/Accident & Health, SIE, and Series exams, with tuition pre-payment or reimbursement and nationwide support from a network of advisors.