Entrepreneurial Financial Advisor – Holistic Planning

Northwestern Mutual; Philadelphia (Philadelphia County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement

Health, Vision, and Dental plans

Parental benefits

Licensing & designation support

Job summary

Northwestern Mutual in the United States recruits financial advisors who build their own practice as independent contractors. You’ll start as a financial representative, receive award-winning training, and pursue licenses to offer holistic financial planning with investments, insurance, and retirement solutions.

With performance-based compensation, you can shape your schedule, grow a client base, and access a national network of advisors.

Qualifications

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

Responsibilities

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

Skills

Entrepreneurial mindset

Relationship building

Time management

Strong communicator

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States recruits financial advisors who build their own practice as independent contractors. You’ll start as a financial representative, receive award-winning training, and pursue licenses to offer holistic financial planning with investments, insurance, and retirement solutions.

With performance-based compensation, you can shape your schedule, grow a client base, and access a national network of advisors.