Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Woodbury (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support for licenses (Life/A

CFP licensing support

Fully company-funded retirement and ;p

Job summary

Northwestern Mutual is helping individuals start their own financial planning practice in the United States. The role emphasizes client-building, developing holistic financial plans, and growing a referral network within a support-driven framework.

The path includes obtaining required licenses (Life/ACC Health, SIE, Series 6/7/63) with pre-payment/reimbursement for courses; earnings are performance-based, with a company-wide training program to accelerate growth as an independent contractor.

Qualifications

• Bachelor’s degree required with entrepreneurial ambitions.
• Proven ability to build relationships and networks.
• Desire for continuous learning and collaboration; self-motivated to own a practice.

Responsibilities

• Grow client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is helping individuals start their own financial planning practice in the United States. The role emphasizes client-building, developing holistic financial plans, and growing a referral network within a support-driven framework.

The path includes obtaining required licenses (Life/ACC Health, SIE, Series 6/7/63) with pre-payment/reimbursement for courses; earnings are performance-based, with a company-wide training program to accelerate growth as an independent contractor.