Entrepreneurial Financial Advisor | Build Your Practice

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

Benefits offered by this job

Performance-based earnings

Licensing & training support

Company-funded retirement plan

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs provide education to build a practice centered on comprehensive financial planning, including investments, insurance, and retirement solutions.

You'll pursue licenses (Life/Accident & Health, SIE, Series 6/7/63) with pre-payment support, and work within a performance-based, independent contractor framework designed to help

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• 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 & drive

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor, starting as a financial representative focused on client-building and licensing. Our training programs provide education to build a practice centered on comprehensive financial planning, including investments, insurance, and retirement solutions.

You'll pursue licenses (Life/Accident & Health, SIE, Series 6/7/63) with pre-payment support, and work within a performance-based, independent contractor framework designed to help