Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Prussia Township (IA); Sur place; USD 61 000 - 250 000; Plein temps

Résumé du poste

Northwestern Mutual is offering a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a practice around holistic financial planning, including investments, insurance, and retirement solutions.

You can shape your workday as a business owner with uncapped earning potential through a performance-based structure.

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.
• Strong communicator with motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsabilités

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Grow relationships with clients to support them through life stages.

Connaissances

Entrepreneurial mindset

Relationship-building

Client-facing

Time-management

Continuous learning

Critical thinking

Formation

Bachelor’s degree

Outils

Proprietary planning software

Description du poste

Northwestern Mutual is offering a path to becoming a financial advisor by starting as a financial representative focused on client-building and licensing. Our training programs equip you to build a practice around holistic financial planning, including investments, insurance, and retirement solutions.

You can shape your workday as a business owner with uncapped earning potential through a performance-based structure.