Entrepreneurial Financial Advisor & Planner

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

Benefits offered by this job

Parental benefits

Fully company-funded retirement plan

Medical, vision & dental plans

Licensing and certification support

Job summary

Northwestern Mutual seeks entrepreneurial, client-focused professionals to start a financial planning practice as a financial advisor. You will build a client base, deliver personalized plans, and leverage company training and licensing to grow your advisory business.

The role includes training, licensing support, and a compensation structure based on performance, with a national network of mentors to help scale your practice.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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 communication skills.
• Strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by building connections, maintaining referrals, and delivering a great client experience.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage client financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial spirit

Relationship building

Time management

Communication

Motivation & drive

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks entrepreneurial, client-focused professionals to start a financial planning practice as a financial advisor. You will build a client base, deliver personalized plans, and leverage company training and licensing to grow your advisory business.

The role includes training, licensing support, and a compensation structure based on performance, with a national network of mentors to help scale your practice.