Entrepreneurial Financial Advisor | Build Your Practice

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

Benefits offered by this job

Award-winning training

Fully company-funded retirement

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual is offering a path to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. You’ll receive award-winning training, licensing support, and a route to ownership with uncapped earnings through a performance-based structure.

The role emphasizes building client relationships, delivering holistic financial plans, and growing a client base while supporting clients through life stages.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven track record in relationship-building or client-facing roles.

Responsibilities

• Grow your client base by establishing new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Develop relationships with clients through all life stages.

Education

Bachelor's degree

Job description

Northwestern Mutual is offering a path to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. You’ll receive award-winning training, licensing support, and a route to ownership with uncapped earnings through a performance-based structure.

The role emphasizes building client relationships, delivering holistic financial plans, and growing a client base while supporting clients through life stages.