Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Elm Grove (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits at every stage of aff

Job summary

Northwestern Mutual in Wisconsin seeks a Financial Advisor who can start a business helping clients achieve goals through planning, licensing, and training. You begin as a financial representative focused on client-building and obtaining licenses.

The company offers award-winning training, licenses (SIE, Series 6/7/63, Life/Health), and a performance-based compensation structure with uncapped earnings potential as you grow your practice.

Qualifications

• Bachelor’s degree (required).
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and problem-solving skills.
• Strong communication skills and self-motivation.
• 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

Entrepreneurial ambitions

Relationship-building

Communication

Time management

Continuous learning

Collaboration

Critical thinking

Motivation

Work authorization

Education

Bachelor's degree

Tools

Job description

Northwestern Mutual in Wisconsin seeks a Financial Advisor who can start a business helping clients achieve goals through planning, licensing, and training. You begin as a financial representative focused on client-building and obtaining licenses.

The company offers award-winning training, licenses (SIE, Series 6/7/63, Life/Health), and a performance-based compensation structure with uncapped earnings potential as you grow your practice.