Entrepreneurial Financial Advisor — Build Your Practice

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

Benefits offered by this job

Parental benefits

Company-funded retirement

Health, vision, and dental plans

License pre-payment/reimbursement

Job summary

Northwestern Mutual in the United States is seeking a financial advisor who will start as a financial representative focused on client-building and obtaining licenses, with award-winning training programs to help you develop a holistic practice.

You’ll create personalized financial plans, grow your client base through referrals, manage plans to help clients reach goals, and have the opportunity to earn through a performance-based compensation structure as an independent contractor.

Qualifications

• Bachelor’s degree required; entrepreneurially minded to own a business
• History of success in relationship-building or client-facing roles
• Excellent time-management and organizational skills
• Desire for continuous learning and collaboration
• Proficient critical thinking and strong communication
• Legal authorization to work in the US without sponsorship

Responsibilities

• Grow your client base by making new connections and maintaining referrals
• Build personalized, holistic financial plans tailored to each client
• Manage your clients' financial plans to help them reach goals
• Grow relationships with clients to support them through life stages

Skills

Entrepreneurial ambitions

Relationship-building

Time management

Strong communicator

Motivation and drive

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking a financial advisor who will start as a financial representative focused on client-building and obtaining licenses, with award-winning training programs to help you develop a holistic practice.

You’ll create personalized financial plans, grow your client base through referrals, manage plans to help clients reach goals, and have the opportunity to earn through a performance-based compensation structure as an independent contractor.