Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Center Valley (Lehigh County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Company-funded retirement plan

Medical/vision/dental coverage

Job summary

Northwestern Mutual is seeking a Financial Advisor who builds client relationships and delivers holistic financial planning. You will guide clients through life stages with tailored plans, leveraging training to obtain necessary licenses and certifications.

This role offers a path to business ownership and uncapped earning potential through a performance-based compensation structure. As an independent contractor within Northwestern Mutual, you’ll operate a client-focused practice, supported by

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and 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

Entrepreneurial spirit

Relationship-building

Time management

Critical thinking

Strong communicator

Motivation

Learning mindset

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Advisor who builds client relationships and delivers holistic financial planning. You will guide clients through life stages with tailored plans, leveraging training to obtain necessary licenses and certifications.

This role offers a path to business ownership and uncapped earning potential through a performance-based compensation structure. As an independent contractor within Northwestern Mutual, you’ll operate a client-focused practice, supported by