Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Chattanooga (TN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Professional licensing support

CFP licensing support

Fully company-funded retirement plan

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual invites you to start a business as a financial advisor, focusing on client-building and obtaining licenses. The program provides award-winning training to help you develop planning skills and grow a practice.

As a business owner, you shape your schedule and earnings through a performance-based compensation structure, with licenses including Life/Accident & Health, SIE, Series 6, 7, and 63, and support for CFP licensing.

Qualifications

• Bachelor’s degree required
• 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

Relationship-building

Client-facing

Time-management

Continuous learning

Critical thinking

Communication

Motivation/drive

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a business as a financial advisor, focusing on client-building and obtaining licenses. The program provides award-winning training to help you develop planning skills and grow a practice.

As a business owner, you shape your schedule and earnings through a performance-based compensation structure, with licenses including Life/Accident & Health, SIE, Series 6, 7, and 63, and support for CFP licensing.