Entrepreneurial Financial Advisor & Holistic Planner

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

Benefits offered by this job

Performance-based earnings

Retirement package

Health, vision, and dental plans

Life insurance

Parental benefits

Job summary

Northwestern Mutual is seeking individuals to start a financial advisory career as financial representatives, focusing on client-building and obtaining licenses. The role trains you through an award-winning program and supports you with education, licensing, and development to build a personal financial planning practice with uncapped earning potential.

You will operate as an independent contractor inside a structured company framework, with access to a national network of experienced advisors

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Legal authorization to work in the US without sponsorship.
• Experience in relationship-building or client-facing roles.
• Excellent time-management skills.
• Strong communicator.
• Proactive and driven.

Responsibilities

• Grow client base by making new connections and referrals.
• Build holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them achieve goals.
• Grow relationships with clients through every stage of life.

Skills

Relationship-building

Time management

Communication

Self-motivation

Critical thinking

Continuous learning

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking individuals to start a financial advisory career as financial representatives, focusing on client-building and obtaining licenses. The role trains you through an award-winning program and supports you with education, licensing, and development to build a personal financial planning practice with uncapped earning potential.

You will operate as an independent contractor inside a structured company framework, with access to a national network of experienced advisors