Entrepreneurial Financial Advisor – Build Your Practice

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

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement package

Comprehensive health plans

Parental benefits

Job summary

Northwestern Mutual seeks aspiring financial advisors to launch and grow their own planning practice. You start as a financial representative focused on client-building and obtaining licenses, with access to extensive training, tools, and a national advisor network.

You will develop planning strategies across investments, insurance, and retirement, while pursuing licensing (SIE, Series 6/7/63, Life/Health). This role offers performance-based compensation and ownership potential.

Qualifications

• Bachelor’s degree or equivalent.
• Entrepreneurial mindset with business-building interest.
• Proven ability to build relationships and client networks.

Responsibilities

• Grow client base by new connections and referrals.
• Build personalized, holistic financial plans.
• Manage client financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial drive

Relationship-building

Time management

Strong communication

Lifelong learner

Critical thinking

Motivation & drive

Networking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks aspiring financial advisors to launch and grow their own planning practice. You start as a financial representative focused on client-building and obtaining licenses, with access to extensive training, tools, and a national advisor network.

You will develop planning strategies across investments, insurance, and retirement, while pursuing licensing (SIE, Series 6/7/63, Life/Health). This role offers performance-based compensation and ownership potential.