Entrepreneurial Financial Advisor — Build Your Practice

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

Benefits offered by this job

Performance-based pay

License and designations support

Retirement plan (pension)

Job summary

Northwestern Mutual in the United States invites aspiring financial professionals to start a practice as a financial representative focused on client-building and licensing. Our award-winning training supports you in building a financial planning business centered on holistic planning.

You will grow your client base, craft tailored financial plans, and guide clients through life stages, with uncapped earning potential through a performance-based compensation structure.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset and strong relationship-building skills are essential.
• Willingness to obtain licenses (Life/Health, SIE, Series 6/7/63).

Responsibilities

• Grow your client base by building relationships and referrals.
• Develop personalized, holistic financial plans for clients.
• Manage clients' financial plans to help achieve goals.
• Support clients through various life stages with guidance.

Skills

Relationship-building

Time management

Communication

Self-motivation

Drive

Continuous learning

Entrepreneurship

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites aspiring financial professionals to start a practice as a financial representative focused on client-building and licensing. Our award-winning training supports you in building a financial planning business centered on holistic planning.

You will grow your client base, craft tailored financial plans, and guide clients through life stages, with uncapped earning potential through a performance-based compensation structure.