Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Melville (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Fully company-funded retirement plan

Medical, vision, dental plans

Parental benefits

Licensing support

Professional training programs

Job summary

Northwestern Mutual is seeking aspiring financial advisors in the United States to build and own a financial planning practice. You begin as a financial representative focused on client-building and licensing, supported by award-winning training to help you grow a business with uncapped earning potential.

You will grow a client base, tailor holistic financial plans, and manage ongoing client relationships, while leveraging a comprehensive compensation structure and extensive licensing support.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Strong communication and time-management skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by making new connections and maintaining a referral network.
• Build personalized, holistic financial plans for each client.
• Manage client financial plans to help reach goals.
• Develop relationships with clients through all life stages.

Skills

Entrepreneurial ambitions

Relationship-building

Time-management

Strong communicator

Motivation & drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors in the United States to build and own a financial planning practice. You begin as a financial representative focused on client-building and licensing, supported by award-winning training to help you grow a business with uncapped earning potential.

You will grow a client base, tailor holistic financial plans, and manage ongoing client relationships, while leveraging a comprehensive compensation structure and extensive licensing support.