Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Findlay (OH); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Professional development

Retirement plan

Medical insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a Financial Advisor in the United States who will build a personal practice as an independent contractor, leveraging training and licensing support to grow client relationships and provide holistic financial planning.

You’ll obtain Life/Accident & Health, SIE, and Series licenses, with company-funding for tuition, and earn compensation through a performance-based structure tied to client production and service. This role offers uncapped earning potential.

Qualifications

• Bachelor’s degree required.
• 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 and strong communication.

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 each client’s needs.
• Manage your clients’ financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every life stage.

Skills

Relationship-building

Time management

Communication

Self-motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor in the United States who will build a personal practice as an independent contractor, leveraging training and licensing support to grow client relationships and provide holistic financial planning.

You’ll obtain Life/Accident & Health, SIE, and Series licenses, with company-funding for tuition, and earn compensation through a performance-based structure tied to client production and service. This role offers uncapped earning potential.