Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Prussia Township (IA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

License funding support

Retirement plan

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual invites you to start a business as a financial advisor, beginning as a financial representative focused on client-building. Our award-winning training programs equip you with education, skill-building, and development strategies to build a planning practice.

As an entrepreneur, you design your workday, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) with company support. Compensation is performance-based with anchors in first years; you become a trusted advisor,

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

Entrepreneurial mindset

Strong communicator

Time management

Continuous learner

Motivation and drive

Relationship-building

Client-facing experience

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a business as a financial advisor, beginning as a financial representative focused on client-building. Our award-winning training programs equip you with education, skill-building, and development strategies to build a planning practice.

As an entrepreneur, you design your workday, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63) with company support. Compensation is performance-based with anchors in first years; you become a trusted advisor,