Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Delafield (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement package

Medical, vision & dental

Job summary

Northwestern Mutual offers a path to become a financial advisor, starting as a financial representative focused on client-building and licenses. Award‑winning training plus a national network support your growth into a financial planning practice with uncapped earnings potential through a performance-based structure.

You can tailor your business model—open an office, join a team, or become an advanced advisor—while building long‑term client relationships and owning your schedule as a business

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Strong relationship-building 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

Relationship-building

Time management

Strong communicator

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to become a financial advisor, starting as a financial representative focused on client-building and licenses. Award‑winning training plus a national network support your growth into a financial planning practice with uncapped earnings potential through a performance-based structure.

You can tailor your business model—open an office, join a team, or become an advanced advisor—while building long‑term client relationships and owning your schedule as a business