Entrepreneurial Financial Advisor: Holistic Planning

Northwestern Mutual; Quincy (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement package

Insurance plans

Life & disability insurance

Parental benefits

Licensing support

Job summary

Northwestern Mutual in the United States is seeking a Financial Advisor to start as a financial representative focused on client-building and licensing. You will build a practice using our planning software to educate clients and deliver holistic financial plans—including investments, insurance, and retirement income—with uncapped earning potential through a performance-based structure.

You will train, obtain required licenses, and join a national network of advisors to learn the business

Qualifications

• Bachelors degree required.
• Entrepreneurial ambitions to own a business.
• Experience in client-facing or relationship-building roles.
• Strong time-management and communication skills.
• Commitment to continuous learning and collaboration.
• Critical thinking and motivation to succeed.
• Authorized 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 clients unique needs.
• Manage your clients financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Education

Bachelors degree

Tools

Relationship-building

Job description

Northwestern Mutual in the United States is seeking a Financial Advisor to start as a financial representative focused on client-building and licensing. You will build a practice using our planning software to educate clients and deliver holistic financial plans—including investments, insurance, and retirement income—with uncapped earning potential through a performance-based structure.

You will train, obtain required licenses, and join a national network of advisors to learn the business