Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Chula Vista (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Retirement plan

Health insurance

Parental benefits

Job summary

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative, building a client network, and earning commissions through a performance-based compensation model. Our award-winning training prepares you with licenses and designations to grow a practice you own.

You’ll educate clients with holistic financial plans covering investments, insurance, and retirement, while developing your business and serving your community on your own terms.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset and business ownership drive.
• Proven success in client-facing relationships.
• Strong time management and communication skills.
• Commitment to ongoing learning and collaboration.
• Ability to work with minimal supervision and guidance.

Responsibilities

• Grow client base by building connections and referrals.
• Create personalized, holistic financial plans for clients.
• Manage and update clients' financial plans to meet goals.
• Develop long-term relationships to support clients across life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative, building a client network, and earning commissions through a performance-based compensation model. Our award-winning training prepares you with licenses and designations to grow a practice you own.

You’ll educate clients with holistic financial plans covering investments, insurance, and retirement, while developing your business and serving your community on your own terms.