Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Memphis (IN); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonus programs

Securities licensing support

CFP licensing support

Retirement package

Medical, vision & dental

Life & disability insurance

Parental benefits

Job summary

Northwestern Mutual offers an opportunity to start a financial planning practice as a financial representative, with training, licensing, and a path to becoming a licensed financial advisor. You would build a client base, develop holistic financial plans, and manage ongoing client relationships within a commission-based, independent contractor framework.

The firm provides training programs, sponsorship for licenses, and a compensation structure that includes renewal income and performance-based

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 skills.
• Strong communicator.
• 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

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Strong communicator

Motivation and drive

Work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers an opportunity to start a financial planning practice as a financial representative, with training, licensing, and a path to becoming a licensed financial advisor. You would build a client base, develop holistic financial plans, and manage ongoing client relationships within a commission-based, independent contractor framework.

The firm provides training programs, sponsorship for licenses, and a compensation structure that includes renewal income and performance-based