Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Florida; On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Licensing and certification support

Retirement package and pension plan

Healthcare plans

Independent contractor structure

Job summary

Northwestern Mutual invites motivated professionals to start a financial planning practice as a financial representative. You’ll build a client network, create holistic plans, and guide clients through life stages while pursuing licenses and certifications.

The program emphasizes training, licensing support, and uncapped earning potential through a performance-based compensation structure. Independent contractor status offers business ownership and flexibility.

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

Entrepreneurial ambitions

Relationship-building

Strong communicator

Time-management

Continuous learning

Proficient critical thinking

Motivation and drive

Legal work authorization in US

Education

Bachelor’s degree

Job description

Northwestern Mutual invites motivated professionals to start a financial planning practice as a financial representative. You’ll build a client network, create holistic plans, and guide clients through life stages while pursuing licenses and certifications.

The program emphasizes training, licensing support, and uncapped earning potential through a performance-based compensation structure. Independent contractor status offers business ownership and flexibility.