Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Rapid City (MI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Medical insurance

Life insurance

Disability insurance

Parental leave

Bonuses and expense allowances

Tuition reimbursement

Job summary

Northwestern Mutual offers aspiring financial advisors a path to entrepreneurship, starting as a financial representative focused on client-building and licensing. Our training programs equip you to develop a holistic financial planning practice, covering investments, insurance, and retirement income.

As a business owner, you shape your schedule and earnings within a commission-based system, with strong training and a network of advisors to learn from.

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.
• Strong sense of motivation and drive.
• 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

Communication

Time-management

Continuous learning

Collaboration

Critical thinking

Motivation

Self-motivation

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers aspiring financial advisors a path to entrepreneurship, starting as a financial representative focused on client-building and licensing. Our training programs equip you to develop a holistic financial planning practice, covering investments, insurance, and retirement income.

As a business owner, you shape your schedule and earnings within a commission-based system, with strong training and a network of advisors to learn from.