Entrepreneurial Financial Advisor & Holistic Planner

Talentify; Lancaster (Lancaster County); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is recruiting Financial Advisors in the United States to build and own a financial planning practice. You begin as a financial representative focused on client-building and licenses, backed by award-winning training to develop a holistic planning practice.

You’ll work toward licenses (Life/Health, SIE, Series 6/7/63) with prepayment support and access to a national network. Compensation is performance-based with potential for growth and retirement benefits.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business.
• Track record in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking.
• Strong communication skills.
• Legal US work authorization without sponsorship.

Responsibilities

• Grow 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 client 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 roles

Time management

Continuous learning

Critical thinking

Communication skills

Self-motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is recruiting Financial Advisors in the United States to build and own a financial planning practice. You begin as a financial representative focused on client-building and licenses, backed by award-winning training to develop a holistic planning practice.

You’ll work toward licenses (Life/Health, SIE, Series 6/7/63) with prepayment support and access to a national network. Compensation is performance-based with potential for growth and retirement benefits.