Entrepreneurial Financial Advisor: Build Your Practice

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

Benefits offered by this job

Retirement package

Medical, vision, dental plans

Licensing support

CFP licensing support

Parental benefits

Job summary

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll join award-winning training and a transparent earnings model, with license prep for Life/Health, SIE, and Series exams.

This role blends entrepreneurial ownership with client service in a nationwide network. As an independent contractor, you’ll build a personal practice, access supportive licensing programs, and pursue CFP licensing,

Qualifications

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

Responsibilities

• Grow your client base by building connections and referrals.
• Create personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve their goals.
• Grow relationships to support clients through every stage of life.

Skills

Entrepreneurial mindset

Relationship-building

Time-management

Continuous learning

Strong communicator

Self-motivated

Drive to succeed

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and licensing. You’ll join award-winning training and a transparent earnings model, with license prep for Life/Health, SIE, and Series exams.

This role blends entrepreneurial ownership with client service in a nationwide network. As an independent contractor, you’ll build a personal practice, access supportive licensing programs, and pursue CFP licensing,