Entrepreneurial Financial Advisor: Grow Your Client Practice

Northwestern Mutual Boston; Boston (MA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement package

Support for licensing and certifications

Job summary

A leading financial services company is seeking a motivated financial advisor to help clients achieve their financial goals. This role involves growing a client base, building personalized financial plans, and managing client relationships. Ideal candidates have entrepreneurial ambitions and a history of success in client-facing roles. The company offers extensive training programs and a supportive environment for continuous learning. Join a firm recognized for financial soundness and inclusion, operating in Boston, Massachusetts.

Qualifications

• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized financial plans for clients.
• Manage financial plans to help clients achieve goals.

Skills

Relationship-building

Client acquisition

Entrepreneurial mindset

Motivation and drive

Job description

A leading financial services company is seeking a motivated financial advisor to help clients achieve their financial goals. This role involves growing a client base, building personalized financial plans, and managing client relationships. Ideal candidates have entrepreneurial ambitions and a history of success in client-facing roles. The company offers extensive training programs and a supportive environment for continuous learning. Join a firm recognized for financial soundness and inclusion, operating in Boston, Massachusetts.