Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Andover (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing support

Retirement plan

Healthcare plans

Parental benefits

Job summary

Northwestern Mutual offers a path to becoming a financial advisor where you build a business around your life. You start as a financial representative focused on client-building and licenses, with robust training and a national network to accelerate your growth.

As a business owner and independent contractor, you’ll provide comprehensive financial plans, educate clients about investments and protections, and work toward uncapped earning potential through performance-based compensation.

Qualifications

• Bachelor’s degree required; entrepreneurial mindset to build a business.
• Proven success in relationship‑facing roles and client acquisition.
• Must have strong time-management, communication, and self‑driven learning skills.

Responsibilities

• Grow your client base by connecting with prospects and referrals.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help clients reach their goals.
• Develop and grow client relationships through all life stages.

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Excellent communicator

Motivation and drive

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a financial advisor where you build a business around your life. You start as a financial representative focused on client-building and licenses, with robust training and a national network to accelerate your growth.

As a business owner and independent contractor, you’ll provide comprehensive financial plans, educate clients about investments and protections, and work toward uncapped earning potential through performance-based compensation.