Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual

Roseville (CA)

On-site

USD 61,000 - 250,000

Full time

14 days+
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Benefits offered by this job

Performance-based earnings
License & CFP licensing support
Retirement plan
Medical, vision & dental
Life Insurance & Disability
Parental benefits
Bonuses & expense allowances

Job summary

Northwestern Mutual is recruiting financial advisors to build a client-focused planning practice and operate as independent contractors with a transparent compensation structure.

You’ll start as a financial representative, obtain licenses (Life/Health, SIE, Series 6, 7, 63), and leverage award-winning training to grow your business. The role emphasizes client needs, holistic plans, and ongoing development within a nationwide network.

Qualifications

  • Bachelor’s degree required.
  • Entrepreneurial ambitions to own a business.
  • Proven success in relationship‑building or client‑facing roles.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Strong communication and motivation.

Responsibilities

  • Grow client base through connections and referrals while delivering great client experience.
  • Build holistic, personalized financial plans for each client.
  • Manage client financial plans to help achieve goals.
  • Grow relationships to support clients through life stages.

Skills

Relationship-building
Communication
Time management
Entrepreneurial mindset
Critical thinking
Motivation & drive
Self-directed learning
Work authorization US (sponsorship not

Education

Bachelor’s degree

Job description

Northwestern Mutual is recruiting financial advisors to build a client-focused planning practice and operate as independent contractors with a transparent compensation structure.

You’ll start as a financial representative, obtain licenses (Life/Health, SIE, Series 6, 7, 63), and leverage award-winning training to grow your business. The role emphasizes client needs, holistic plans, and ongoing development within a nationwide network.

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