Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Pierre (SD, ME); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Parental benefits

Licensing support

CFP licensing support

Job summary

Northwestern Mutual in the United States invites you to become a financial advisor—an opportunity to start a business helping clients reach goals through financial planning. You begin as a financial representative focused on client-building and licensing, with award-winning training to support your development.

You’ll work on planning experience, asset protection, education funding, investment and advisory services, retirement solutions, and business needs analysis using our planning software to

Qualifications

• Bachelor’s degree.
• Entrepreneurial ambitions to be a business owner.
• 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

Relationship-building

Time-management

Strong communication

Motivation/drive

Critical thinking

Collaborative

Legally authorized to work in US

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites you to become a financial advisor—an opportunity to start a business helping clients reach goals through financial planning. You begin as a financial representative focused on client-building and licensing, with award-winning training to support your development.

You’ll work on planning experience, asset protection, education funding, investment and advisory services, retirement solutions, and business needs analysis using our planning software to