Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual; Oklahoma City (OK); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual invites you to become a financial advisor who builds a personal practice helping clients reach their goals through comprehensive financial planning.

You’ll start as a financial representative focused on client-building and licenses, backed by award-winning training to develop a holistic practice and reap uncapped earnings through a performance-based compensation structure.

Qualifications

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

Responsibilities

• Grow client base through networking and referrals.
• Build personalized financial plans for clients.
• Manage client financial plans to help clients achieve goals.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communication

Motivation and drive

US work authorization

Education

Bachelor's degree

Job description

Northwestern Mutual invites you to become a financial advisor who builds a personal practice helping clients reach their goals through comprehensive financial planning.

You’ll start as a financial representative focused on client-building and licenses, backed by award-winning training to develop a holistic practice and reap uncapped earnings through a performance-based compensation structure.