Entrepreneurial Financial Advisor – Build Your Practice

Northwestern Mutual

Quincy (IN)

On-site

USD 61,000 - 250,000

Full time

4 days ago

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Benefits offered by this job

Retirement plan

Medical, Vision, Dental

Life Insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual offers a path to start a financial planning practice as a financial advisor, beginning as a financial representative focused on client-building and obtaining licenses. Your training equips you to grow a holistic financial plan for clients, with access to their planning software and a national network of advisors.

As an independent contractor, you can shape your workday, earn commissions and renewals, and develop long-term client relationships while meeting licensing

Qualifications

Bachelor’s degree required.
Entrepreneurial ambitions to own a business.
Strong client-facing relationships experience.
Excellent time-management skills.
Willingness to learn and collaborate.
Legal authorization to work in the US without sponsorship.

Responsibilities

Grow 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 skills

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

As an independent contractor, you can shape your workday, earn commissions and renewals, and develop long-term client relationships while meeting licensing

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