Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Florham Park (NJ); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual offers aspiring financial advisors a path to become a business owner, starting as a financial representative focused on client-building and licensing. Our training guides you to build a holistic planning practice with uncapped earnings through a performance-based structure.

You will pursue Life/Health, SIE, Series 6, 7, and 63 licenses with company support and access to a nationwide network of experienced advisors for ongoing learning.

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

Responsibilities

• Grow your client base by making new connections and maintaining a referral network.
• Build personalized, holistic financial plans for clients.
• Manage clients' financial plans to help achieve goals.
• Grow relationships with clients through every life stage.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Lifelong learning

Critical thinking

Strong communicator

Motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers aspiring financial advisors a path to become a business owner, starting as a financial representative focused on client-building and licensing. Our training guides you to build a holistic planning practice with uncapped earnings through a performance-based structure.

You will pursue Life/Health, SIE, Series 6, 7, and 63 licenses with company support and access to a nationwide network of experienced advisors for ongoing learning.