Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Hoover (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement package

Comprehensive insurance plans

Licensing support

CFP licensing support

Job summary

Northwestern Mutual invites you to become a financial advisor and business owner, building a planning practice with education, licenses, and a nationwide network. You’ll earn through a performance-based structure while learning via award-winning training to support your first years in the business.

You’ll obtain Life/Health, SIE, Series 6, 7, and 63 licenses, with company-backed tuition pre-payment and reimbursement.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• Experience in relationship-building or client-facing roles.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections, maintain referrals and deliver great client experience.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Time management

Communication

Critical thinking

Entrepreneurial mindset

Learning mindset

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor and business owner, building a planning practice with education, licenses, and a nationwide network. You’ll earn through a performance-based structure while learning via award-winning training to support your first years in the business.

You’ll obtain Life/Health, SIE, Series 6, 7, and 63 licenses, with company-backed tuition pre-payment and reimbursement.