Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; City of Poughkeepsie (NY, AR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Medical plans

Parental benefits

Bonus programs

Job summary

Northwestern Mutual is seeking aspiring financial advisors to start a business by building a client base, gaining licenses, and launching a financial planning practice. You’ll begin as a financial representative focused on client acquisition and education, with award-winning training and a path to ownership.

The role offers a commission-based compensation structure, ongoing licensing support, and access to a national network of mentors.

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.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base through connections and referrals.
• Build holistic financial plans tailored to clients.
• Manage clients' financial plans to help goals.
• Grow relationships to support clients through life stages.

Skills

Relationship-building

Client-facing roles

Time management

Continuous learning

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to start a business by building a client base, gaining licenses, and launching a financial planning practice. You’ll begin as a financial representative focused on client acquisition and education, with award-winning training and a path to ownership.

The role offers a commission-based compensation structure, ongoing licensing support, and access to a national network of mentors.