Entrepreneurial Financial Advisor & Planner

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

Benefits offered by this job

Retirement package

Medical, vision & dental plans

Life & Disability Insurance

Parental benefits at various stages

Licensing & CFP licensing support

Bonus programs & expense allowances

Job summary

Northwestern Mutual offers a pathway to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Training and designations support ongoing education, with compensation tied to performance as a business owner.

Independent contractor status is noted for income tax purposes, with certain benefits and company-funded retirement options. The role emphasizes growing client bases, delivering holistic financial plans, and maintaining client

Qualifications

• Bachelor’s degree.
• 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.
• Proficient critical thinking skills.
• Strong communication skills.
• Strong 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

Time-management

Continuous learning

Critical thinking

Communication

Motivation & drive

Legal work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a pathway to become a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Training and designations support ongoing education, with compensation tied to performance as a business owner.

Independent contractor status is noted for income tax purposes, with certain benefits and company-funded retirement options. The role emphasizes growing client bases, delivering holistic financial plans, and maintaining client