Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Hunt (NY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement plan

Comprehensive medical, vision & dental

Parental benefits

Job summary

Northwestern Mutual seeks motivated individuals to start and grow a financial planning business as a Financial Advisor. You will become a business owner with a focus on client acquisition, building comprehensive financial plans, and guiding clients through life stages with growth, protection, and retirement solutions.

The role includes licensing in Life/AD&D, Securities SI, Series 6/7/63, with company-supported tuition and designation pathways.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build relationships or work with clients.
• Strong time-management and organizational skills.
• Commitment to ongoing learning and collaboration.
• Excellent communication and drive to succeed.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow client base through connections and referrals.
• Build holistic financial plans tailored to each client.
• Manage clients’ financial plans to help achieve goals.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial drive

Relationship building

Time management

Continuous learning

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks motivated individuals to start and grow a financial planning business as a Financial Advisor. You will become a business owner with a focus on client acquisition, building comprehensive financial plans, and guiding clients through life stages with growth, protection, and retirement solutions.

The role includes licensing in Life/AD&D, Securities SI, Series 6/7/63, with company-supported tuition and designation pathways.