Entrepreneurial Financial Advisor: Build Your Practice

UNAVAILABLE; Town of Arkwright (NY); On-site; USD 61,000 - 200,000; Full time

Benefits offered by this job

Award-winning training

Licensing support

Performance-based earnings

Retirement package

Job summary

Northwestern Mutual is offering a path to become a financial advisor by starting as a financial representative focused on client-building and licensing. The role emphasizes training, education, and developing a personal practice with a performance-based compensation structure.

You will work toward licenses (Life/Health, SIE, Series 6/7/63) and leverage Northwestern Mutual’s planning tools to deliver holistic plans and growth strategies for clients. A long-term ownership mindset is encouraged.

Qualifications

• Bachelor’s degree required or equivalent.
• Strong track record in building relationships or client-facing roles.
• Entrepreneurial spirit with a desire to own a financial planning practice.

Responsibilities

• Grow your client base by expanding connections and maintaining a strong referral network.
• Develop personalized, holistic financial plans tailored to client needs.
• Manage clients' financial plans to help them reach goals across life stages.
• Build and maintain relationships to support clients over time.

Skills

Relationship-building

Client-facing

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is offering a path to become a financial advisor by starting as a financial representative focused on client-building and licensing. The role emphasizes training, education, and developing a personal practice with a performance-based compensation structure.

You will work toward licenses (Life/Health, SIE, Series 6/7/63) and leverage Northwestern Mutual’s planning tools to deliver holistic plans and growth strategies for clients. A long-term ownership mindset is encouraged.