Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Salem (OR); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Medical, vision and dental plans

Retirement package

Licensing support

Job summary

Northwestern Mutual is seeking aspiring financial advisors to build a personal practice as independent contractors. You begin as a financial representative focused on client-building and licenses, with access to our award-winning training and planning software to educate clients and deliver holistic financial plans.

You’ll grow your client base, tailor plans to individual needs, and guide them through life stages.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base through connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow client relationships through all life stages.

Skills

Entrepreneurial mindset

Relationship-building

Time management

Strong communicator

Motivation & drive

Legal work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to build a personal practice as independent contractors. You begin as a financial representative focused on client-building and licenses, with access to our award-winning training and planning software to educate clients and deliver holistic financial plans.

You’ll grow your client base, tailor plans to individual needs, and guide them through life stages.