Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Poughkeepsie (AR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement package

Licensing support

CFP licensing support

Bonus programs

Expense allowances

Job summary

Northwestern Mutual is seeking ambitious individuals to start a financial advisory practice. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your path to a successful advisory career.

As you become a financial advisor, you’ll grow your client base, design holistic financial plans, and manage client outcomes, with uncapped earning potential through a performance-based compensation structure and company-backed

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

Relationship-building

Communication

Time management

Critical thinking

Entrepreneurial mindset

Learning mindset

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking ambitious individuals to start a financial advisory practice. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your path to a successful advisory career.

As you become a financial advisor, you’ll grow your client base, design holistic financial plans, and manage client outcomes, with uncapped earning potential through a performance-based compensation structure and company-backed