Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual; Chesterfield (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement plan

Comprehensive health benefits

Job summary

Northwestern Mutual seeks a financial advisor to build a private practice through licensing, client acquisition, and holistic financial planning.

You’ll grow a client base, craft personalized plans, and manage portfolios while earning through a performance-based compensation structure and renewal income.

Training and licensing support are provided, with a clear path to CFP licensing and long-term career growth in a supportive national network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial mindset to build a business owner relationship.
• Proven success in client-facing roles and relationship-building.
• Strong time-management and communication skills.

Responsibilities

• Grow your client base through connections and referrals.
• Build holistic financial plans tailored to each client.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships with clients through life stages.

Skills

Entrepreneurial ambitions to be a b u

Relationship-building

Strong communicator

Time management

Continuous learning

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a financial advisor to build a private practice through licensing, client acquisition, and holistic financial planning.

You’ll grow a client base, craft personalized plans, and manage portfolios while earning through a performance-based compensation structure and renewal income.

Training and licensing support are provided, with a clear path to CFP licensing and long-term career growth in a supportive national network.