Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Middleton (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Parental benefits

Retirement plan

Medical coverage

Vision coverage

Dental coverage

Life insurance

Disability insurance

Licensing support

Bonuses

Expense allowances

Job summary

Northwestern Mutual seeks a Financial Advisor to help clients build comprehensive financial plans and grow as a business owner. You’ll work as an independent contractor, acquire licenses, and develop a personal client base through referrals while leveraging our planning tools and national network.

You’ll receive award-winning training, education, and licensing support, plus a robust compensation structure with first-year and renewal earnings, bonuses, and retirement benefits.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build relationships with clients.
• Excellent time-management and communication skills.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base through connections and referrals.
• Build personalized, holistic financial plans.
• Manage client plans to achieve goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Strong communication

Self-motivation

Critical thinking

Willingness to learn

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a Financial Advisor to help clients build comprehensive financial plans and grow as a business owner. You’ll work as an independent contractor, acquire licenses, and develop a personal client base through referrals while leveraging our planning tools and national network.

You’ll receive award-winning training, education, and licensing support, plus a robust compensation structure with first-year and renewal earnings, bonuses, and retirement benefits.