Entrepreneurial Financial Advisor & Planner

Talentify; Westport (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Medical, Vision, Dental plans

Retirement package

Parental benefits

Licensing support & tuition assistance

Job summary

Northwestern Mutual seeks ambitious individuals to begin as financial representatives and grow a planning practice with uncapped earnings potential through performance-based compensation. You’ll pursue licenses in Life/AD&H, SIE, and Series 6/7/63 with company-backed tuition reimbursement and extensive training.

As an independent contractor, you’ll build your client base, design holistic plans, and expand relationships across clients’ lifetimes within a national advisor network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Strong relationship-building and client-facing skills.
• Excellent time-management and collaboration abilities.

Responsibilities

• Grow your client base through networking and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help them reach goals.
• Develop relationships with clients across life stages.

Skills

Relationship-building

Time-management

Communication

Entrepreneurial mindset

Self-motivation

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks ambitious individuals to begin as financial representatives and grow a planning practice with uncapped earnings potential through performance-based compensation. You’ll pursue licenses in Life/AD&H, SIE, and Series 6/7/63 with company-backed tuition reimbursement and extensive training.

As an independent contractor, you’ll build your client base, design holistic plans, and expand relationships across clients’ lifetimes within a national advisor network.