Entrepreneurial Financial Advisor—Build Your Practice & Earn

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

Benefits offered by this job

Performance-based earnings

Retirement package

Medical, vision, dental

Licensing support

Parental benefits

Job summary

Northwestern Mutual is seeking a driven Financial Advisor who will build a personal client base and deliver holistic financial planning. You will develop comprehensive plans, guide clients through life stages, and leverage Northwestern Mutual resources to support growth and success in your practice.

The role emphasizes entrepreneurial ownership of a financial planning business, licensing progression, and growth within a national network of advisors for ongoing development.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build relationships or work with clients.
• Strong time-management skills.
• Commitment to continuous learning and collaboration.
• Strong critical thinking and problem-solving skills.
• Excellent communication skills and motivation.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them achieve their goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Clear communication

Motivation and drive

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a driven Financial Advisor who will build a personal client base and deliver holistic financial planning. You will develop comprehensive plans, guide clients through life stages, and leverage Northwestern Mutual resources to support growth and success in your practice.

The role emphasizes entrepreneurial ownership of a financial planning business, licensing progression, and growth within a national network of advisors for ongoing development.