Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Wellesley (MA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Support for insurance licensing

Fully company-funded retirement package

Comprehensive medical, vision, and dental plans

Life Insurance and Disability Income Insurance

Parental benefits at every stage of family planning

Job summary

A leading financial services company in Wellesley, MA is seeking motivated individuals to grow their client base and provide tailored financial solutions. This role emphasizes entrepreneurship, allowing you to build your practice aligned with your vision. Enthusiastic candidates with critical thinking skills and motivation are encouraged to apply. Competitive compensation and comprehensive benefits are offered.

Qualifications

• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections.
• Build personalized, holistic financial plans tailored to clients.
• Manage your client's financial plans to help them achieve goals.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial ambitions

Critical thinking skills

Strong motivation and drive

Job description

A leading financial services company in Wellesley, MA is seeking motivated individuals to grow their client base and provide tailored financial solutions. This role emphasizes entrepreneurship, allowing you to build your practice aligned with your vision. Enthusiastic candidates with critical thinking skills and motivation are encouraged to apply. Competitive compensation and comprehensive benefits are offered.