Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Lancaster (Lancaster County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Job summary

Northwestern Mutual is seeking to empower individuals to become financial advisors who build their own practice through client-focused planning. You begin as a financial representative, gaining licenses and access to award-winning training to develop a thriving financial planning business.

The role emphasizes entrepreneurial ownership, comprehensive education, and a performance-based compensation structure within a supportive national network.

Qualifications

• Entrepreneurial ambition to own and grow a financial planning practice.
• Proven ability to build and maintain client relationships.
• Willingness to engage in continuous learning and collaboration.
• Strong critical thinking and self-motivation to drive results.

Responsibilities

• Grow client base through referrals, networking, and client experience.
• Develop personalized holistic financial plans for clients’ needs.
• Manage and adjust clients’ financial plans to reach goals.
• Expand client relationships through all life stages.

Skills

Entrepreneurial mindset

Relationship-building

Continuous learning

Critical thinking

Motivation/drive

US work authorization

Job description

Northwestern Mutual is seeking to empower individuals to become financial advisors who build their own practice through client-focused planning. You begin as a financial representative, gaining licenses and access to award-winning training to develop a thriving financial planning business.

The role emphasizes entrepreneurial ownership, comprehensive education, and a performance-based compensation structure within a supportive national network.