Entrepreneurial Financial Advisor: Build Your Practice

UNAVAILABLE; Swanston (CA); On-site; USD 61,000 - 150,000; Full time

Benefits offered by this job

Company-funded retirement package

Medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual is recruiting financial advisors who start as financial representatives and build their own practice through our training and licensing programs. You can shape your workday as an entrepreneur, growing a client base and delivering holistic financial plans.

The role emphasizes client experience, ongoing education, and licensing. Compensation is performance-based, with significant upside through commissions, renewals, and company-supported licensing and retirement benefits.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in client-facing roles.

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 client financial plans to help them achieve goals.
• Grow relationships with clients to support them through every life stage.

Skills

Relationship building

Communication

Time management

Education

Bachelor's degree

Job description

Northwestern Mutual is recruiting financial advisors who start as financial representatives and build their own practice through our training and licensing programs. You can shape your workday as an entrepreneur, growing a client base and delivering holistic financial plans.

The role emphasizes client experience, ongoing education, and licensing. Compensation is performance-based, with significant upside through commissions, renewals, and company-supported licensing and retirement benefits.