Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual

St. Louis (MO)

On-site

USD 61,000 - 250,000

Full time

26 hours ago
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Benefits offered by this job

Performance-based earnings
Renewal income
Bonus programs
Licensing support
CFP licensing
Retirement package
Medical, vision, dental
Life Insurance
Parental benefits

Job summary

Northwestern Mutual offers a unique path to becoming a financial advisor where you start as a financial representative focused on building your client base and obtaining licenses. You’ll receive award-winning training and have access to a national network of seasoned advisors, with compensation based on performance as an independent contractor.

You can shape your practice around your life, pursue licenses (SIE, Series 6/7/63, Life/Health), and build a holistic financial planning practice using

Qualifications

  • Bachelor’s degree required.
  • Entrepreneurial ambitions to own a business.
  • Strong relationship-building or client-facing track record.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Proficient critical thinking and communication skills.
  • 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
Relationship-building
Time management
Continuous learning
Critical thinking
Strong communicator
Motivation & drive
Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a unique path to becoming a financial advisor where you start as a financial representative focused on building your client base and obtaining licenses. You’ll receive award-winning training and have access to a national network of seasoned advisors, with compensation based on performance as an independent contractor.

You can shape your practice around your life, pursue licenses (SIE, Series 6/7/63, Life/Health), and build a holistic financial planning practice using

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