Entrepreneurial Financial Advisor | Client Growth & Planning
Northwestern Mutual
Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
Northwestern Mutual invites motivated individuals to begin as financial representatives with a path to ownership, supported by award-winning training and licensing programs. You’ll build client relationships, craft holistic financial plans, and learn to deliver growth-focused advice using our proprietary planning tools—laying groundwork for a rewarding, independent business.
As an independent contractor, you’ll shape your workday, pursue licenses (Life/Accident & Health, SIE, Series 6/7/63), and
Qualifications
- Bachelor’s degree is required.
- Entrepreneurial ambitions to own a business.
- Experience in relationship-building or client-facing roles.
- Excellent time-management skills.
- Desire for continuous learning and collaboration.
- Proficient critical thinking and strong communication.
Responsibilities
- Grow your client base by making new connections and maintaining a strong referral network.
- Build personalized, holistic financial plans tailored to each client’s needs.
- Manage clients’ financial plans to help them reach their goals.
- Grow relationships with clients to support them through life stages.
Skills
Education
Job description
Northwestern Mutual invites motivated individuals to begin as financial representatives with a path to ownership, supported by award-winning training and licensing programs. You’ll build client relationships, craft holistic financial plans, and learn to deliver growth-focused advice using our proprietary planning tools—laying groundwork for a rewarding, independent business.
As an independent contractor, you’ll shape your workday, pursue licenses (Life/Accident & Health, SIE, Series 6/7/63), and
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
