Entrepreneurial Financial Advisor & Planner

careers-northwesternmutual; Albuquerque (NM); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Company-funded retirement package

Pension plan

Medical, vision, and dental plans

Life Insurance

Disability Income Insurance

Licensing support (SIE, Series 6/7/63)

CFP licensing support

Job summary

Northwestern Mutual in Albuquerque, NM is seeking a Financial Advisor who will build a personal practice as an independent contractor. You will grow your client base, craft holistic financial plans, and guide clients through life stages with tailored strategies and ongoing service.

You’ll receive award-winning training and licensing support, with access to a national network of seasoned advisors and a compensation structure that rewards performance.

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.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base through referrals and strong client experience.
• Build personalized financial plans tailored to clients' needs.
• Manage client financial plans to help achieve goals.
• Grow client relationships through all life stages.

Skills

Relationship-building

Time management

Communication

Self-motivation

Critical thinking

Entrepreneurial mindset

Team collaboration

Education

Bachelor’s degree

Job description

Northwestern Mutual in Albuquerque, NM is seeking a Financial Advisor who will build a personal practice as an independent contractor. You will grow your client base, craft holistic financial plans, and guide clients through life stages with tailored strategies and ongoing service.

You’ll receive award-winning training and licensing support, with access to a national network of seasoned advisors and a compensation structure that rewards performance.