Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Pennsylvania; On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP licensing

Retirement plan

Medical benefits

Parental leave

Job summary

Northwestern Mutual is seeking ambitious individuals to become financial advisors. You start as a financial representative focusing on client-building and obtaining licenses, with award-winning training to develop your practice in planning, investments, insurance, and retirement solutions.

As a business owner and independent contractor, you’ll build your client base, create personalized financial plans, and grow relationships across life's stages.

Qualifications

• Bachelor’s degree or higher required or preferred.
• Entrepreneurial ambitions to own a business and practice.
• History of success in relationship-building or client-facing roles.
• Excellent time-management and strong communication skills.
• Desire for continuous learning and collaboration.
• 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

Time management

Communication

Lifelong learner

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking ambitious individuals to become financial advisors. You start as a financial representative focusing on client-building and obtaining licenses, with award-winning training to develop your practice in planning, investments, insurance, and retirement solutions.

As a business owner and independent contractor, you’ll build your client base, create personalized financial plans, and grow relationships across life's stages.