Entrepreneurial Financial Advisor & Planner

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

Benefits offered by this job

Retirement plan

Medical/Dental/Vision insurance

Parental benefits

License/support for licenses

Job summary

Northwestern Mutual seeks a driven financial advisor to build a personal client base and deliver holistic financial plans. You will leverage Northwestern Mutual’s planning tools to educate clients on investments, insurance, and retirement strategies, while growing your own business as an independent contractor.

The role offers award-winning training, licensing support, and a path to uncapped earning potential through a performance-based compensation structure.

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 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

Communication skills

Time-management

Continuous learning

Critical thinking

Motivation & drive

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a driven financial advisor to build a personal client base and deliver holistic financial plans. You will leverage Northwestern Mutual’s planning tools to educate clients on investments, insurance, and retirement strategies, while growing your own business as an independent contractor.

The role offers award-winning training, licensing support, and a path to uncapped earning potential through a performance-based compensation structure.