Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Walnut Creek (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Retirement plan

Medical, vision & dental

Performance-based pay

Professional development funding

Job summary

Northwestern Mutual in the United States is seeking motivated individuals to become Financial Advisors. You will start as a financial representative, build a client base, and pursue licenses to become an independent contractor with the backing of our training programs.

You'll gain access to proprietary planning tools, ongoing education, and a compensation structure that rewards performance, including renewal income and licensing support, with a path toward ownership of your practice.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of 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

Relationship-building

Entrepreneurial mindset

Time management

Communication skills

Critical thinking

Motivation/drive

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States is seeking motivated individuals to become Financial Advisors. You will start as a financial representative, build a client base, and pursue licenses to become an independent contractor with the backing of our training programs.

You'll gain access to proprietary planning tools, ongoing education, and a compensation structure that rewards performance, including renewal income and licensing support, with a path toward ownership of your practice.