Entrepreneurial Financial Advisor - Build Your Practice

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

Benefits offered by this job

Retirement plan

Medical, vision & dental

Life & disability insurance

Parental benefits

Bonus programs & expense allowances

Licensing support (SIE, Series 6/7/63)

Job summary

Northwestern Mutual is seeking Financial Advisors who start as Financial Representatives focused on client-building and obtaining licenses, with a path to becoming an independent business owner. You will educate clients on comprehensive plans and build lasting relationships.

Our award-winning training supports your first years in business, licenses, and designations, with uncapped earning potential through a performance-based compensation structure and strong community support.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• 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

Entrepreneurial drive

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking Financial Advisors who start as Financial Representatives focused on client-building and obtaining licenses, with a path to becoming an independent business owner. You will educate clients on comprehensive plans and build lasting relationships.

Our award-winning training supports your first years in business, licenses, and designations, with uncapped earning potential through a performance-based compensation structure and strong community support.