Entrepreneurial Financial Advisor: Grow Your Practice

Northwestern Mutual; Lancaster (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training programs

Licensing support

Performance-based earnings

Job summary

Northwestern Mutual is seeking a Financial Advisor to build and own a practice, helping clients achieve their goals through holistic financial planning. You start as a financial representative focusing on client-building, licensing, and education.

Training, support, and a network of advisors accelerate your path to independence and uncapped earning potential. You’ll obtain Life/Accident & Health, SIE, and Series licenses, with pre-paid tuition support.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills; strong communication and self-motivation.

Responsibilities

• Grow your client base by establishing connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Communication skills

Motivation and drive

Legal right to work in US without visa

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor to build and own a practice, helping clients achieve their goals through holistic financial planning. You start as a financial representative focusing on client-building, licensing, and education.

Training, support, and a network of advisors accelerate your path to independence and uncapped earning potential. You’ll obtain Life/Accident & Health, SIE, and Series licenses, with pre-paid tuition support.