Entrepreneurial Financial Advisor—Holistic Planning

Northwestern Mutual Group

North Palm Beach (FL)

On-site

USD 61,000 - 250,000

Full time

2 days ago
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Benefits offered by this job

Performance-based earnings
Licensing support
CFP licensing support
Retirement package
Medical, vision & dental coverage
Parental benefits

Job summary

Northwestern Mutual invites you to become a financial advisor and launch your own advisory business within a national network. You start as a financial representative, pursue Life/Health, SIE and Series licenses, and train through award-winning programs designed to build your client‑centered practice.

You can earn through a performance-based structure with uncapped income potential, plus retirement benefits, comprehensive coverage, and licensing support as you grow your practice.

Qualifications

  • Bachelor’s degree required.
  • Entrepreneurial ambitions to own a business.
  • Proven success in relationship-building or client-facing roles.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Strong communication skills.
  • Legal work authorization to work in the US without sponsorship.

Responsibilities

  • Grow your client base by establishing connections and referrals.
  • Build personalized, holistic financial plans for clients.
  • Manage clients' financial plans to help achieve goals.
  • Develop relationships with clients through life stages.

Skills

Entrepreneurial mindset
Relationship-building
Time management
Continuous learning
Critical thinking
Communication
Motivation & drive
Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor and launch your own advisory business within a national network. You start as a financial representative, pursue Life/Health, SIE and Series licenses, and train through award-winning programs designed to build your client‑centered practice.

You can earn through a performance-based structure with uncapped income potential, plus retirement benefits, comprehensive coverage, and licensing support as you grow your practice.

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