Entrepreneurial Financial Advisor: Holistic Planning

Northwestern Mutual; Flushing (MI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Company-funded retirement

Medical, vision & dental

Training & licensing support

Performance-based earnings

Job summary

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. Award-winning training and a national network support you to build a growing practice with uncapped earning potential.

As an independent contractor, you shape your business, open offices or join teams, and serve clients with holistic planning across investments, insurance, and retirement solutions.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business.
• Proven ability to build client relationships.

Responsibilities

• Grow client base through networking and referrals.
• Build personalized financial plans for clients.
• Manage and monitor client portfolios.
• Develop client relationships across life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Communication skills

Self-motivation

Legal work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. Award-winning training and a national network support you to build a growing practice with uncapped earning potential.

As an independent contractor, you shape your business, open offices or join teams, and serve clients with holistic planning across investments, insurance, and retirement solutions.