Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Addison (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical benefits

Parental leave

Licensing support

Job summary

Northwestern Mutual is seeking an entrepreneurial financial advisor who will build a practice as an independent contractor. You’ll develop personalized financial plans, educate clients on investments, insurance, and retirement solutions, and shape your own business path with the support of our training programs and national network.

You’ll obtain licenses (Life/Health, SIE, Series 6/7/63) with company-backed tuition reimbursement, while earning performance-based compensation and renewal income.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication skills.
• 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

Time management

Communication

Entrepreneurial mindset

Independent work

Motivation

Education

Bachelor’s degree

Tools

Planning software

Job description

Northwestern Mutual is seeking an entrepreneurial financial advisor who will build a practice as an independent contractor. You’ll develop personalized financial plans, educate clients on investments, insurance, and retirement solutions, and shape your own business path with the support of our training programs and national network.

You’ll obtain licenses (Life/Health, SIE, Series 6/7/63) with company-backed tuition reimbursement, while earning performance-based compensation and renewal income.