Entrepreneurial Financial Advisor: Holistic Planning & Growth

Northwestern Mutual; Wisconsin; On-site; USD 61,000 - 119,000; Full time

Job summary

Northwestern Mutual invites you to become a Financial Advisor and start a business that helps clients reach their financial goals through planning. Our award-winning training program provides education, skill-building, and development strategies to build a practice focused on holistic planning.

Learn to use Northwestern Mutual's planning software to deliver comprehensive plans, including investments, insurance, and retirement income.

Qualifications

• Experience in client-facing roles or relationship management.
• Ability to learn and apply financial concepts and planning strategies.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a referral network.
• Build personalized, holistic financial plans tailored to each client.
• Manage client financial plans to help them achieve goals.
• Develop relationships with clients through life stages.

Skills

Entrepreneurial drive

Relationship-building

Continuous learning

Critical thinking

Motivation

Work authorization

Job description

Northwestern Mutual invites you to become a Financial Advisor and start a business that helps clients reach their financial goals through planning. Our award-winning training program provides education, skill-building, and development strategies to build a practice focused on holistic planning.

Learn to use Northwestern Mutual's planning software to deliver comprehensive plans, including investments, insurance, and retirement income.