Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Tulsa (OK); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual invites you to start a financial planning practice as a financial representative, building client relationships while earning licenses and training to become a financial advisor. The program provides education, hands-on experience, and a pathway to uncapped earning potential through performance-based compensation, with company support for licenses and ongoing development.

You’ll grow a client base, design holistic plans, and guide clients through life stages, with access to a

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• 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 ambitions

Relationship building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

US work authorization (no sponsorship)

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a financial planning practice as a financial representative, building client relationships while earning licenses and training to become a financial advisor. The program provides education, hands-on experience, and a pathway to uncapped earning potential through performance-based compensation, with company support for licenses and ongoing development.

You’ll grow a client base, design holistic plans, and guide clients through life stages, with access to a