Entrepreneurial Financial Advisor — Build Your Practice & Impact

Northwestern Mutual

Charlotte (NC)

On-site

USD 61,000 - 250,000

Full time

14 days+
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Benefits offered by this job

Performance-based earnings
Comprehensive medical, vision, and dental plans
Fully company-funded retirement package
Support for insurance licensing
Parental benefits

Job summary

A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication skills. The compensation structure is performance-based, with earnings ranging from $61K to $250K annually, alongside extensive training and support for licenses and certifications. This position offers substantial career growth and entrepreneurial opportunities.

Qualifications

  • A minimum of a bachelor's degree is required.
  • Demonstrated success in client-facing or relationship-building roles is essential.
  • Legal authorization to work in the US without sponsorship is necessary.

Responsibilities

  • Grow your client base and sustain relationships.
  • Create personalized financial plans for clients.
  • Support clients through different life stages.

Skills

Communication skills
Critical thinking
Time management
Relationship building
Continuous learning
Entrepreneurial mindset

Education

Bachelor's degree

Job description

A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication skills. The compensation structure is performance-based, with earnings ranging from $61K to $250K annually, alongside extensive training and support for licenses and certifications. This position offers substantial career growth and entrepreneurial opportunities.
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