Entrepreneurial Financial Advisor — Licensing & Growth

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

Benefits offered by this job

Retirement package

Health plans

Parental benefits

Training programs

Job summary

Northwestern Mutual is seeking a financial advisor to start a personal practice focused on client-building and comprehensive financial planning. You begin as a financial representative and work toward licenses while building a book of business.

You’ll learn with award-winning training, obtain Life/ACC/H, SIE, and Series licenses, and benefit from a performance-based compensation structure as you grow a client base and advisory revenue.

Qualifications

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

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Client-facing

Time-management

Strong communication

Self-motivated

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to start a personal practice focused on client-building and comprehensive financial planning. You begin as a financial representative and work toward licenses while building a book of business.

You’ll learn with award-winning training, obtain Life/ACC/H, SIE, and Series licenses, and benefit from a performance-based compensation structure as you grow a client base and advisory revenue.