Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual Group; Milwaukee (WI); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Uncapped income potential

Calendar/office autonomy

Leadership opportunities

Sponsorship for licensing/credential

Development bonuses

Expense allowance

Medical, dental & vision coverage

Retirement package

Group life & disability insurance

FSAs/HSAs

Job summary

Northwestern Mutual invites motivated individuals to join as Advisors who pursue entrepreneurship within a supported network. You will help clients define goals, craft comprehensive financial plans, and provide education on retirement, investments, and insurance while enjoying autonomy and extensive training.

You are in business for yourself but not by yourself, with ongoing mentoring, development opportunities, and a path toward meaningful client impact through integrity and relationships.

Qualifications

• BA or BS degree from a four-year institution preferred.
• Prior sales and/or business experience preferred.
• Prior financial services experience not needed – extensive training platform provided.

Responsibilities

• Understand clients' goals to develop a holistic financial roadmap using retirement, investment, insurance, estate planning and education funding.
• Educate clients to achieve long-term financial security and freedom from anxiety.
• Build and manage your own practice with training and mentoring from Northwestern Mutual.

Skills

Entrepreneurial spirit

Self-motivation

Relationship building

Sales experience

Education

BA or BS degree

Job description

Northwestern Mutual invites motivated individuals to join as Advisors who pursue entrepreneurship within a supported network. You will help clients define goals, craft comprehensive financial plans, and provide education on retirement, investments, and insurance while enjoying autonomy and extensive training.

You are in business for yourself but not by yourself, with ongoing mentoring, development opportunities, and a path toward meaningful client impact through integrity and relationships.