Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Naples (FL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical coverage

Life insurance

Parental leave

Licensing support

Job summary

Northwestern Mutual invites aspiring financial professionals to start as a financial representative and build a client-centered practice. The role emphasizes licensing, education, and growth within a national network.

You’ll use our planning tools to deliver holistic plans and shape your future as a business owner. With award-winning training and a path to certifications (Life/ACC, SIE, Series 6/7/63), compensation is performance-based and uncapped.

Qualifications

• Bachelor’s degree or higher.
• Entrepreneurial ambition to own a business.
• Proven success in client-facing roles.
• Excellent time management and communication skills.
• Authorized to work in the US without sponsorship.

Responsibilities

• Grow client base through connections and referrals.
• Create holistic, personalized financial plans.
• Manage and monitor clients' financial plans.
• Develop relationships to support clients across life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Strong communication

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial professionals to start as a financial representative and build a client-centered practice. The role emphasizes licensing, education, and growth within a national network.

You’ll use our planning tools to deliver holistic plans and shape your future as a business owner. With award-winning training and a path to certifications (Life/ACC, SIE, Series 6/7/63), compensation is performance-based and uncapped.