Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Valley Center (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Retirement plan

Medical, vision & dental

Parental benefits

Job summary

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative, focused on client-building and licenses, with award-winning training to help you establish your own planning practice.

The program includes training to obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, and compensation is performance-based with multiple income streams, retirement benefits, and a comprehensive benefits package.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambition to own a business.
• Proven ability to build relationships and networks.
• Strong time-management skills and drive.
• Willingness to obtain necessary licenses to practice in the US.

Responsibilities

• Grow your client base by establishing networks and delivering a great client experience.
• Create personalized, holistic financial plans tailored to each client.
• Manage client financial plans to help achieve goals.
• Expand relationships with clients through life stages and ongoing service.

Skills

Relationship-building

Sales skills

Time management

Communication

Critical thinking

Self-motivation

Entrepreneurial mindset

Work authorization (US)

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to becoming a financial advisor by starting as a financial representative, focused on client-building and licenses, with award-winning training to help you establish your own planning practice.

The program includes training to obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses, and compensation is performance-based with multiple income streams, retirement benefits, and a comprehensive benefits package.