Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Mankato (MN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Life insurance

Parental benefits

Job summary

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative focused on client-building and licensing. You will train with award-winning programs and work toward licenses such as Life/Accident & Health, SIE, and Series exams while building your own client base.

As a business owner and independent contractor, you can shape your workday, pursue equity in your practice, and earn through performance-based compensation across a nationwide network of

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own 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.

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 each client’s needs.
• Manage your clients’ financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial mindset

Relationship-building

Time-management

Communication skills

Self-motivation

Sales orientation

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to become a financial advisor by starting as a financial representative focused on client-building and licensing. You will train with award-winning programs and work toward licenses such as Life/Accident & Health, SIE, and Series exams while building your own client base.

As a business owner and independent contractor, you can shape your workday, pursue equity in your practice, and earn through performance-based compensation across a nationwide network of