Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Lancaster (AZ); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits at every stage of?

Fully company-funded retirement plan

Comprehensive medical, vision, andd?an

Job summary

Northwestern Mutual in the United States invites you to become a financial advisor, starting as a financial representative focused on client-building and licenses. You’ll build a practice with personalized plans and holistic financial services, shaping your workday as an entrepreneur with uncapped earning potential through a performance-based structure.

Our training program covers licenses (Life/Accident & Health, SIE, Series 6/7/63) and access to a national network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• 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.
• 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

Client building

Relationship-building

Time management

Communication

Motivation & drive

Continuous learning

Critical thinking

Proactive networking

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites you to become a financial advisor, starting as a financial representative focused on client-building and licenses. You’ll build a practice with personalized plans and holistic financial services, shaping your workday as an entrepreneur with uncapped earning potential through a performance-based structure.

Our training program covers licenses (Life/Accident & Health, SIE, Series 6/7/63) and access to a national network.