Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Grand Junction (CO); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement plan

Medical, vision, dental coverage

Job summary

Northwestern Mutual is seeking a financial advisor to start a practice as a financial representative, growing a client base and building holistic financial plans. The role emphasizes licensing, developer training, and entrepreneurial ownership of your business.

You will obtain Life/Health, SIE, and Series licenses with company support, and benefit from a performance-based earnings structure and a comprehensive benefits package.

Qualifications

• Bachelor’s degree required or equivalent.
• 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.
• Strong communication and critical thinking abilities.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow client base by networking and referrals while delivering a great client experience.
• Build holistic, personalized financial plans tailored to each client.
• Manage clients’ financial plans to help reach their goals.
• Develop relationships to support clients through life stages.

Skills

Relationship-building

Time management

Strong communicator

Motivation & drive

Critical thinking

Continuous learning

Customer facing

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to start a practice as a financial representative, growing a client base and building holistic financial plans. The role emphasizes licensing, developer training, and entrepreneurial ownership of your business.

You will obtain Life/Health, SIE, and Series licenses with company support, and benefit from a performance-based earnings structure and a comprehensive benefits package.