Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Manchester (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company retirement plan

Medical, vision, dental

Job summary

Northwestern Mutual offers a path to build and own your financial planning practice. As a financial advisor you’ll start as a representative focused on client-building, gaining licenses, and using our planning software to educate clients.

Our training is award-winning, with a focus on developing a durable client network, and support for licenses. The role provides a performance-based compensation structure and the potential to shape your workday and community impact.

Qualifications

• Bachelor’s degree and entrepreneurial ambitions.
• Proven ability to build client relationships and meet targets.
• Strong time-management and communication skills.

Responsibilities

• Grow your client base by building connections and referrals.
• Create personalized, holistic financial plans for clients.
• Manage and update clients’ financial plans over time.
• Develop relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Learning agility

Critical thinking

Communication

Motivation

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to build and own your financial planning practice. As a financial advisor you’ll start as a representative focused on client-building, gaining licenses, and using our planning software to educate clients.

Our training is award-winning, with a focus on developing a durable client network, and support for licenses. The role provides a performance-based compensation structure and the potential to shape your workday and community impact.