Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Fairfield (PA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Training program

Licensing support

Retirement package

Medical, vision & dental plans

Parental benefits

Job summary

Northwestern Mutual invites aspiring financial professionals to join as financial representatives, building a client base and gaining licenses to become financial advisors. You will work with our education-focused training, learning to create comprehensive financial plans, and develop a practice with uncapped earning potential within a supportive national network.

As a business owner you can shape your workday, join a team or operate independently, and benefit from a structured licensing pathway

Qualifications

• Bachelors degree
• Entrepreneurial ambitions to be a business owner
• 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 communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to every clients unique needs
• Manage your clients financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Skills

Entrepreneurial ambitions to be a 00

Education

Bachelors degree

Entrepreneurial ambitions to be a business owner

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 communicator

Strong sense of motivation and drive

Legal authorization to work in the US without sponsorship

Job description

Northwestern Mutual invites aspiring financial professionals to join as financial representatives, building a client base and gaining licenses to become financial advisors. You will work with our education-focused training, learning to create comprehensive financial plans, and develop a practice with uncapped earning potential within a supportive national network.

As a business owner you can shape your workday, join a team or operate independently, and benefit from a structured licensing pathway