Entrepreneurial Financial Advisor & Planner

Talentify; Durham (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

License prep reimbursement

Retirement package

Health/vision/dental plans

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors to build and own a client-focused financial planning practice in the U.S. You’ll start as a financial representative, learn licensing, and leverage award-winning training to develop your advisory business.

You’ll work with a national network of mentors, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63), and access prepayment support for tuition. Performance earnings reflect growth and client service.

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 and strong communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by connecting with new prospects and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Critical thinking

Communication

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to build and own a client-focused financial planning practice in the U.S. You’ll start as a financial representative, learn licensing, and leverage award-winning training to develop your advisory business.

You’ll work with a national network of mentors, obtain licenses (Life/Accident & Health, SIE, Series 6/7/63), and access prepayment support for tuition. Performance earnings reflect growth and client service.