Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Fairview (TN); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual offers a path to entrepreneurship as a financial advisor. Start as a financial representative focused on client-building and obtaining licenses, with award-winning training and access to a national network of experienced advisors.

The role centers on creating personalized financial plans, growing your client base, and guiding clients through life events while using our planning software and a performance-based compensation structure that unlocks uncapped earning potential.

Qualifications

• Bachelor’s 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, 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

Communication

Critical thinking

Learning mindset

Motivation/drive

Collaboration

Entrepreneurial mindset

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to entrepreneurship as a financial advisor. Start as a financial representative focused on client-building and obtaining licenses, with award-winning training and access to a national network of experienced advisors.

The role centers on creating personalized financial plans, growing your client base, and guiding clients through life events while using our planning software and a performance-based compensation structure that unlocks uncapped earning potential.