Entrepreneurial Financial Advisor: Grow Your Practice

careers-northwesternmutual; Chicopee (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Training program

Full retirement package

Medical, vision & dental

Life Insurance & Disability

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start their own practice as financial representatives focused on client-building, licensing, and training. You’ll learn planning software, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63), and develop a client-centered practice with an entrepreneurial path and uncapped earning potential.

Responsibilities include growing your client base, crafting personalized financial plans, and managing client outcomes through life

Qualifications

• Bachelor’s degree required or equivalent。
• Entrepreneurial ambitions to own a business.
• Proven history in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by creating connections and maintaining referrals.
• Build personalized, holistic financial plans for clients.
• Manage client plans to help them reach goals.
• Develop relationships to support clients through life stages.

Skills

Relationship-building

Client-facing

Time management

Strong communication

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to start their own practice as financial representatives focused on client-building, licensing, and training. You’ll learn planning software, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63), and develop a client-centered practice with an entrepreneurial path and uncapped earning potential.

Responsibilities include growing your client base, crafting personalized financial plans, and managing client outcomes through life