Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual

Florida

On-site

USD 61,000 - 250,000

Full time

31 hours ago
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Benefits offered by this job

Tuition reimbursement
Company retirement plan
Medical benefits
Parental benefits
Performance-based earnings
Licensing/CFP support

Job summary

Northwestern Mutual is seeking aspiring Financial Advisors in the United States to launch a practice as independent contractors. The program emphasizes client-building, licensing, and a robust training curriculum to develop skills for holistic financial planning, investments, insurance, and annuities, with a path to becoming an advanced advisor.

You’ll begin as a financial representative focused on client acquisition and licensing, with access to company resources, instruments, and a national

Qualifications

  • Bachelor’s degree
  • 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

Entrepreneurial mindset
Relationship-building
Time management
Continuous learning
Critical thinking
Communication skills
Motivation and drive
Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring Financial Advisors in the United States to launch a practice as independent contractors. The program emphasizes client-building, licensing, and a robust training curriculum to develop skills for holistic financial planning, investments, insurance, and annuities, with a path to becoming an advanced advisor.

You’ll begin as a financial representative focused on client acquisition and licensing, with access to company resources, instruments, and a national

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