Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Olde West Chester (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Performance-based compensation

Company-funded training program

Retirement plan

Health/dental/vision insurance

Job summary

Northwestern Mutual seeks a Financial Advisor to build a client-focused planning practice. You begin as a Financial Representative, focusing on client-building and obtaining licenses, with award-winning training to enable you to grow a self-directed business and uncapped earnings potential.

You will develop holistic financial plans covering asset protection, education funding, retirement solutions, and advisory services.

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 mindset

Relationship-building

Strong communication

Time management

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a Financial Advisor to build a client-focused planning practice. You begin as a Financial Representative, focusing on client-building and obtaining licenses, with award-winning training to enable you to grow a self-directed business and uncapped earnings potential.

You will develop holistic financial plans covering asset protection, education funding, retirement solutions, and advisory services.