Entrepreneurial Financial Advisor & Holistic Planner

Northwestern Mutual

Richmond (VA)

On-site

USD 61,000 - 250,000

Full time

3 days ago

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Benefits offered by this job

Fully company-funded retirement plan

Health, vision, dental plans

Parental benefits

Licensing support (SIE, Series 6/7/63)

CFP licensing support

Job summary

Northwestern Mutual offers aspiring financial advisors a path to own a business while helping clients reach their financial goals. You start as a financial representative focused on client-building and licenses, with access to award-winning training and a national network of mentors.

Licensing includes Life/Accident & Health, SIE, Series 6, 7, 63, with company-backed tuition reimbursement. The role emphasizes performance-based earnings and retirement benefits through a broad compensation

Qualifications

Bachelor’s degree required.
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 and motivated to succeed.
Legal authorization to work in the US without sponsorship.

Responsibilities

Grow your client base by making new connections and maintaining a strong referral network.
Build personalized, holistic financial plans tailored to each client’s needs.
Manage clients’ financial plans to help them achieve their goals.
Grow relationships with clients to support them through every life stage.