Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Appleton (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Fully company-funded retirement

Medical, vision, dental plans

Life Insurance & Disability Insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a financial advisor to start and grow a personal planning practice. You will build a client base, develop customized financial plans, and manage ongoing client relationships as you pursue licenses and designations.

The role emphasizes entrepreneurship, a training-first pathway, and a compensation structure with uncapped earning potential, supported by a broad benefits program and company resources.

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 with motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by making new connections and referrals.
• Build holistic financial plans tailored to each client.
• Manage client financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Bachelor’s degree

Entrepreneurial ambitions

Relationship-building

Excellent time-management

Continuous learning

Strong communication

Motivation and drive

Legal work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor to start and grow a personal planning practice. You will build a client base, develop customized financial plans, and manage ongoing client relationships as you pursue licenses and designations.

The role emphasizes entrepreneurship, a training-first pathway, and a compensation structure with uncapped earning potential, supported by a broad benefits program and company resources.