Entrepreneurial Financial Advisor: Holistic Planning & Growth

Northwestern Mutual

Iowa (LA)

On-site

USD 61,000 - 250,000

Full time

14 days+
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Benefits offered by this job

Licensing support
Retirement package
Medical, vision & dental plans
Parental benefits

Job summary

Northwestern Mutual is seeking financial advisors to start their own practice as independent contractors, beginning as a financial representative focused on client-building and obtaining licenses. The program offers award-winning training to help you grow a holistic financial planning practice.

You’ll earn through a performance-based compensation structure, expand client bases, and deliver comprehensive financial plans with investment, insurance, and retirement solutions.

Qualifications

  • Bachelor’s degree required.
  • Entrepreneurial ambitions to be a business owner.
  • Experience in relationship-building or client-facing roles.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Proficient critical thinking skills.
  • 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

Relationship-building
Client-facing
Time management
Continuous learning
Critical thinking
Strong communication
Motivation and drive

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking financial advisors to start their own practice as independent contractors, beginning as a financial representative focused on client-building and obtaining licenses. The program offers award-winning training to help you grow a holistic financial planning practice.

You’ll earn through a performance-based compensation structure, expand client bases, and deliver comprehensive financial plans with investment, insurance, and retirement solutions.

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