Entrepreneurial Financial Advisor: Build Your Practice

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

Benefits offered by this job

Training & licensing support

Retirement package

Health insurance

Parental benefits

CFP licensing support

Bonuses & expense allowances

Job summary

Northwestern Mutual in the United States is building a personal financial planning practice by onboarding you as a financial advisor and giving you a path to entrepreneurship. You will learn licensing, client-building, and a holistic planning approach while benefiting from our extensive training programs and national network of experienced advisors.

The role emphasizes planning experience, asset protection, education funding, investments, and retirement solutions, with a compensation structure

Qualifications

• Bachelor's degree required.
• 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

Communication

Continuous learning

Motivation & drive

Education

Bachelor's degree

Job description

Northwestern Mutual in the United States is building a personal financial planning practice by onboarding you as a financial advisor and giving you a path to entrepreneurship. You will learn licensing, client-building, and a holistic planning approach while benefiting from our extensive training programs and national network of experienced advisors.

The role emphasizes planning experience, asset protection, education funding, investments, and retirement solutions, with a compensation structure