Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Campbell (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Tuition reimbursement

Retirement plan

Health insurance

Parental benefits

Job summary

Northwestern Mutual offers a path to build your own financial planning practice. Start as a financial representative focused on client-building and licensing, then grow toward becoming a financial advisor with uncapped earning potential through a performance-based compensation structure.

The program includes award-winning training, access to a national network of experienced advisors, and opportunities to obtain licenses such as Life/Accident & Health, SIE, and Series 6, 7, 63, with tuition

Qualifications

• Bachelor’s degree
• 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 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

Communication

Time management

Critical thinking

Motivation and drive

Entrepreneurial ambitions

Learning mindset

Team collaboration

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to build your own financial planning practice. Start as a financial representative focused on client-building and licensing, then grow toward becoming a financial advisor with uncapped earning potential through a performance-based compensation structure.

The program includes award-winning training, access to a national network of experienced advisors, and opportunities to obtain licenses such as Life/Accident & Health, SIE, and Series 6, 7, 63, with tuition