Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Red Bank (NJ); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is seeking a financial advisor to build and manage client-centered financial planning practices. You will develop holistic plans, expand your client base, and guide clients through life milestones while leveraging our training and licensing support.

As a business owner, you’ll shape your schedule and income with a performance-based compensation structure, including licensing assistance and retirement benefits. A strong network and ongoing mentorship help you grow in this role.

Qualifications

• Bachelor’s degree and 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.
• Strong communicator with motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Time-management

Communication

Self-motivation

Continuous learning

Critical thinking

Drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to build and manage client-centered financial planning practices. You will develop holistic plans, expand your client base, and guide clients through life milestones while leveraging our training and licensing support.

As a business owner, you’ll shape your schedule and income with a performance-based compensation structure, including licensing assistance and retirement benefits. A strong network and ongoing mentorship help you grow in this role.