Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual; Duluth (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses and allowances

Licensing support

Retirement package

Medical/Vision/Dental

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring Financial Advisors to build and own a local financial planning practice. You’ll develop client relationships, create personalized plans, and guide clients through life’s financial decisions.

As a Financial Representative, you’ll train with award-winning programs, obtain licenses, and pursue CFP certification while earning through a performance-based compensation structure.

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.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication skills

Critical thinking

Self-motivation

Learning mindset

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring Financial Advisors to build and own a local financial planning practice. You’ll develop client relationships, create personalized plans, and guide clients through life’s financial decisions.

As a Financial Representative, you’ll train with award-winning programs, obtain licenses, and pursue CFP certification while earning through a performance-based compensation structure.