Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Fort Worth (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonus programs

Expense allowances

Retirement package

Medical, vision, and dental plans

Job summary

Northwestern Mutual invites aspiring financial advisors to start a business by helping clients achieve goals through comprehensive financial planning. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support you.

You’ll learn to use proprietary planning tools to deliver holistic plans—investments, insurance, and retirement income—and you can shape your workday as an independent contractor with uncapped earning potential

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Strong time-management and self-motivation.

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

Critical thinking

Communication

Motivation and drive

Entrepreneurial mindset

Collaboration

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial advisors to start a business by helping clients achieve goals through comprehensive financial planning. You begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to support you.

You’ll learn to use proprietary planning tools to deliver holistic plans—investments, insurance, and retirement income—and you can shape your workday as an independent contractor with uncapped earning potential