Entrepreneurial Financial Advisor - Build Your Practice

Northwestern Mutual; Stamford (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement

Medical, vision, and dental plans

Parental benefits

CFP licensing support

Job summary

Northwestern Mutual in Stamford, CT invites you to start a financial advisory career by building your own practice with robust training and licensing support.

As a Financial Advisor, you will grow your client base, create holistic financial plans, and manage portfolios, with performance-based compensation and a path to ownership. This role rewards entrepreneurial drive and ongoing education within a national network.

Qualifications

• Bachelor’s degree is required or preferred.
• Entrepreneurial ambitions to run a business are encouraged.
• Strong communication and relationship-building skills are essential.

Responsibilities

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

Skills

Client relationship building

Time management

Communication

Critical thinking

Motivation/drive

Learning agility

Self‑employment mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual in Stamford, CT invites you to start a financial advisory career by building your own practice with robust training and licensing support.

As a Financial Advisor, you will grow your client base, create holistic financial plans, and manage portfolios, with performance-based compensation and a path to ownership. This role rewards entrepreneurial drive and ongoing education within a national network.