Entrepreneurial Financial Advisor - Build Your Practice

Northwestern Mutual; Orlando (FL); Presencial; USD 61.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Retirement plan

Health insurance

Parental benefits

Licensing support

Descripción de la vacante

Northwestern Mutual is seeking financially focused professionals to start as financial representatives who build client relationships, obtain essential licenses, and develop a holistic financial planning practice. The award-winning training supports your path to independence and business ownership.

You will use Northwestern Mutual’s planning software to educate clients, design personalized plans, and guide them toward goals.

Formación

• Bachelor’s degree is required or preferred.
• Entrepreneurial mindset to build a business.
• Experience in client-facing roles is a plus.

Responsabilidades

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients through life stages.

Conocimientos

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Educación

Bachelor’s degree

Descripción del empleo

Northwestern Mutual is seeking financially focused professionals to start as financial representatives who build client relationships, obtain essential licenses, and develop a holistic financial planning practice. The award-winning training supports your path to independence and business ownership.

You will use Northwestern Mutual’s planning software to educate clients, design personalized plans, and guide them toward goals.