Entrepreneurial Financial Advisor — Build Your Practice

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

Benefits offered by this job

Company-funded retirement plan

Pension plan

Health, vision, and dental plans

Licensing support

Job summary

Northwestern Mutual invites you to become a financial advisor and build a personal business helping clients reach goals through planning. You start as a financial representative focusing on client-building and licensing, backed by award-winning training and a national network for guidance.

Training covers licenses (Life/Health, SIE, Series 6/7/63) with tuition support, earnings from commissions, renewals, bonuses, and a pension plan.

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to own 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
• Strong communication
• Strong motivation and drive
• Legal authorization to work in the US without sponsorship

Responsibilities

• Grow client base through networking and referrals
• Build holistic financial plans for clients
• Manage and update clients' financial plans
• Foster long-term client relationships through all life stages

Skills

Relationship-building

Time management

Communication

Critical thinking

Entrepreneurial mindset

Learning mindset

Motivation & drive

Collaboration

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor and build a personal business helping clients reach goals through planning. You start as a financial representative focusing on client-building and licensing, backed by award-winning training and a national network for guidance.

Training covers licenses (Life/Health, SIE, Series 6/7/63) with tuition support, earnings from commissions, renewals, bonuses, and a pension plan.