Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual; Fairfield (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

License & certification support

Health, dental and vision plans

Retirement package

Parental benefits

Performance-based earnings

Job summary

Northwestern Mutual invites you to build your own practice as a financial advisor. Start by client-building and obtaining licenses, supported by award-winning training to develop a holistic financial planning practice focused on investments, insurance, and retirement income.

You will become a business owner and independent contractor, with earnings tied to your performance and a comprehensive compensation structure, backed by strong licensing support and extensive benefits.

Qualifications

• Bachelor’s degree required or equivalent.
• Entrepreneurial aspirations to run a business.
• Proven ability to build relationships or work with clients.
• Excellent time-management and organizational skills.
• Commitment to continuous learning and collaboration.
• Strong critical thinking and problem-solving abilities.
• Effective communication and motivation to drive results.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base through networking, referrals, and delivering great client experiences.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help achieve goals over time.
• Develop and maintain relationships supporting clients through life stages.

Skills

Relationship-building

Time management

Strong communication

Self-motivated

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to build your own practice as a financial advisor. Start by client-building and obtaining licenses, supported by award-winning training to develop a holistic financial planning practice focused on investments, insurance, and retirement income.

You will become a business owner and independent contractor, with earnings tied to your performance and a comprehensive compensation structure, backed by strong licensing support and extensive benefits.