Entrepreneurial Financial Advisor – Build Your Practice

UNAVAILABLE; Charlotte (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses & allowances

Retirement package

Medical/dental/vision

Life and disability insurance

Parental benefits

Job summary

Northwestern Mutual in Charlotte, NC is seeking a financial advisor who can grow a practice by building strong client relationships, delivering holistic financial plans, and guiding clients through life events with thoughtful advice.

As an independent contractor, you will pursue licenses (life/health, SIE, Series 6/7/63) and harness company training to develop your own business, with revenue potential through commissions and renewal income.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to run a business as an advisor.
• Proven ability to build relationships and win clients.

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 client plans to help them achieve their goals.
• Grow relationships to support clients through life stages.

Skills

Client growth

Relationship building

Time management

Continuous learning

Critical thinking

Excellent communication

Motivation & drive

Entrepreneurial mindset

Networking

Education

Bachelor’s degree

Job description

Northwestern Mutual in Charlotte, NC is seeking a financial advisor who can grow a practice by building strong client relationships, delivering holistic financial plans, and guiding clients through life events with thoughtful advice.

As an independent contractor, you will pursue licenses (life/health, SIE, Series 6/7/63) and harness company training to develop your own business, with revenue potential through commissions and renewal income.