Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Waterloo (AL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental plans

Retirement plan

Parental benefits

Uncapped earning potential

Job summary

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and getting licensed. You’ll use our planning tools to educate clients and design holistic plans, combining investments, insurance, and retirement solutions to create lasting impact.

The role offers an opportunity to own a business and earn through a performance-based structure with a national network of mentors and ongoing training to support your first years in the

Qualifications

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

Entrepreneurial mindset

Relationship building

Time management

Communication skills

Critical thinking

Motivation & drive

Lifelong learning

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to become a financial advisor, starting as a financial representative focused on client-building and getting licensed. You’ll use our planning tools to educate clients and design holistic plans, combining investments, insurance, and retirement solutions to create lasting impact.

The role offers an opportunity to own a business and earn through a performance-based structure with a national network of mentors and ongoing training to support your first years in the