Entrepreneurial Financial Advisor & Holistic Planner

Talentify; Johnson City (TN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement plan

Job summary

Northwestern Mutual in the United States invites aspiring financial advisors to launch their own practice, growing a client base while obtaining the licenses needed to serve clients through comprehensive financial planning.

You’ll receive award-winning training and licensing support, including Life/Health, SIE, Series 6/7/63, and access to a national advisor network to learn by doing.

Qualifications

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• 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 sense of 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

Relationship-building

Client-facing

Time management

Critical thinking

Communication

Motivation

Entrepreneurial mindset

Learning mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites aspiring financial advisors to launch their own practice, growing a client base while obtaining the licenses needed to serve clients through comprehensive financial planning.

You’ll receive award-winning training and licensing support, including Life/Health, SIE, Series 6/7/63, and access to a national advisor network to learn by doing.