Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Whitefish Bay (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonus programs

Licensing support

CFP licensing support

Retirement package

Medical, vision, dental plans

Life Insurance

Disability Insurance

Parental benefits

Job summary

Northwestern Mutual seeks aspiring financial advisors to start their own planning practice within the firm. You’ll train, obtain licenses, and build a client-centered business with uncapped earning potential through a performance-based compensation structure.

As an independent contractor, you’ll gain access to comprehensive training, licensing support, and a nationwide network while developing tailored financial plans covering investments, insurance, and retirement solutions.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial ambitions to own a business.
• Proven relationship-building or client-facing success.
• Strong time-management and communication skills.

Responsibilities

• Grow your client base through connections and referrals.
• Create personalized, holistic financial plans.
• Manage client financial plans to reach goals.
• Expand client relationships across life stages.

Skills

Relationship-building

Time management

Communication

Motivation

Continuous learning

Critical thinking

Self-driven

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks aspiring financial advisors to start their own planning practice within the firm. You’ll train, obtain licenses, and build a client-centered business with uncapped earning potential through a performance-based compensation structure.

As an independent contractor, you’ll gain access to comprehensive training, licensing support, and a nationwide network while developing tailored financial plans covering investments, insurance, and retirement solutions.