Entrepreneurial Financial Advisor: Build Your Practice & Grow

Northwestern Mutual; East Side (WV); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical insurance

Parental leave

CFP licensing support

Licensing sponsorship

Job summary

Northwestern Mutual is seeking motivated individuals to start their own financial planning practice as a Financial Advisor. You will build a client base, create holistic financial plans, and manage client portfolios while progressing through licensing and designation programs.

The role offers a performance-based compensation structure and the freedom of entrepreneurship within a supportive national network.

Qualifications

• Bachelor’s degree required
• Entrepreneurial ambitions to own a business
• History of success in client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Strong communication skills
• High motivation and drive
• Authorized to work in the US without sponsorship

Responsibilities

• Grow your client base by building connections and maintaining referrals
• Develop personalized, holistic financial plans for clients
• Manage and adjust clients' financial plans to meet goals
• Foster long-term client relationships through all life stages

Skills

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Entrepreneurial mindset

Motivation

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking motivated individuals to start their own financial planning practice as a Financial Advisor. You will build a client base, create holistic financial plans, and manage client portfolios while progressing through licensing and designation programs.

The role offers a performance-based compensation structure and the freedom of entrepreneurship within a supportive national network.