Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual; Conway (SC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health benefits

Licensing support

CFP licensing

Job summary

Northwestern Mutual seeks a dynamic Financial Advisor to help clients plan for their financial future by building a solid base of relationships and delivering personalized, holistic plans. You will start by client-building and licensing, with access to award-winning training and a network of mentors.

The role emphasizes ownership, ongoing education, and uncapped earning potential through a performance‑based structure.

Qualifications

• Bachelor’s degree is required.
• Entrepreneurial ambitions to own a business.
• Experience in relationship‑building or client‑facing roles is valued.
• Excellent time‑management skills.
• Desire for continuous learning and collaboration.
• Strong communication skills and motivation to succeed.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and building a referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach their goals.
• Develop and grow relationships with clients through all life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a dynamic Financial Advisor to help clients plan for their financial future by building a solid base of relationships and delivering personalized, holistic plans. You will start by client-building and licensing, with access to award-winning training and a network of mentors.

The role emphasizes ownership, ongoing education, and uncapped earning potential through a performance‑based structure.