Entrepreneurial Financial Advisor: Build Your Practice & Earn

Northwestern Mutual; New Haven (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Tuition reimbursement

Fully company-funded retirement

Medical/vision/dental plans

Parental benefits

Job summary

Northwestern Mutual invites you to start a financial planning practice as a financial representative, focusing on client-building and licensing. Our training equips you to deliver holistic plans, including investments, insurance, and annuities, while building a scalable business with uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday around your life by choosing how to grow your office, join a team, or advance as an

Qualifications

• Bachelor’s degree.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking.
• Strong communication skills.
• Motivation and drive.
• Authorized 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 mindset

Relationship-building

Time management

Communication skills

Self-motivation

Continuous learning

Collaboration

Critical thinking

Work authorization US without Spons.

Education

Bachelor's degree

Job description

Northwestern Mutual invites you to start a financial planning practice as a financial representative, focusing on client-building and licensing. Our training equips you to deliver holistic plans, including investments, insurance, and annuities, while building a scalable business with uncapped earning potential through a performance-based compensation structure.

As an entrepreneur, you can shape your workday around your life by choosing how to grow your office, join a team, or advance as an