Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Provo (UT); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is seeking ambitious individuals to start as financial representatives and grow into financial advisors. You will build a client base, craft personalized financial plans, and manage ongoing client relationships while pursuing licenses and designations.

The role pairs entrepreneurial ownership with company-supported training and a performance-based compensation structure. You’ll receive comprehensive education on planning software, products, and client service, with access to

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

Relationship-building

Client-facing

Time management

Continuous learning

Critical thinking

Communication

Motivation and drive

Entrepreneurial mindset

Leadership

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking ambitious individuals to start as financial representatives and grow into financial advisors. You will build a client base, craft personalized financial plans, and manage ongoing client relationships while pursuing licenses and designations.

The role pairs entrepreneurial ownership with company-supported training and a performance-based compensation structure. You’ll receive comprehensive education on planning software, products, and client service, with access to