Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Springfield (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Top 25% earnings potential

Fully funded retirement plan

Healthcare, vision & dental

Job summary

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and obtaining licenses. The company provides award-winning training to help you become a business owner delivering comprehensive financial planning.

You’ll shape your workday by building a practice, with uncapped earning potential through a performance-based compensation structure and a national network of experienced advisors for support.

Qualifications

• Bachelor’s degree is required or implied.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management and strong communication skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and motivation to drive results.

Responsibilities

• Grow client base by building connections and maintaining a strong referral network.
• Build personalized, holistic financial plans for clients.
• Manage clients' financial plans to help achieve goals.
• Develop relationships with clients through life stages.

Skills

Entrepreneurial drive

Relationship building

Time management

Communication

Self-motivation

Critical thinking

Learning mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative focused on client-building and obtaining licenses. The company provides award-winning training to help you become a business owner delivering comprehensive financial planning.

You’ll shape your workday by building a practice, with uncapped earning potential through a performance-based compensation structure and a national network of experienced advisors for support.