Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; West Palm Beach (FL); Presencial; USD 61.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Financial planning support

Company-funded retirement plan

Licensing assistance

Descripción de la vacante

Northwestern Mutual seeks aspiring financial advisors who want to start their own business by building a client base and obtaining necessary licenses. The training prepares you to create holistic financial plans that address investments, insurance, and retirement income.

You can become a business owner with uncapped earning potential through a performance-based compensation structure. The company offers support for licensing and ongoing development, enabling you to align your practice with your

Formación

• Bachelor’s degree required.
• Entrepreneurial ambitions to be a business owner.
• 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 communicator.
• Strong motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• 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.

Conocimientos

Relationship-building

Time management

Strong communicator

Proficient critical thinking

Educación

Bachelor’s degree

Descripción del empleo

Northwestern Mutual seeks aspiring financial advisors who want to start their own business by building a client base and obtaining necessary licenses. The training prepares you to create holistic financial plans that address investments, insurance, and retirement income.

You can become a business owner with uncapped earning potential through a performance-based compensation structure. The company offers support for licensing and ongoing development, enabling you to align your practice with your