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

Performance-based earnings

Licensing support

Retirement and pension plans

Medical, vision, dental

Life Insurance

Parental benefits

Job summary

Northwestern Mutual offers a unique opportunity to start your own financial planning practice as a financial advisor. You begin as a financial representative focusing on client-building and licensing, supported by award-winning training to help you become a business owner with uncapped earning potential.

You can shape your workday around your life, leveraging proprietary planning tools and a national advisor network while pursuing licenses and CFP or related designations.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to run a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Legal authorization to work in the US

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a unique opportunity to start your own financial planning practice as a financial advisor. You begin as a financial representative focusing on client-building and licensing, supported by award-winning training to help you become a business owner with uncapped earning potential.

You can shape your workday around your life, leveraging proprietary planning tools and a national advisor network while pursuing licenses and CFP or related designations.