Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Woodland (CA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonuses

Licensing support

CFP licensing support

Retirement package

Medical/vision/dental plans

Life and disability insurance

Parental benefits

Job summary

Northwestern Mutual is seeking aspiring financial advisors to launch their own practice in the United States. The program emphasizes client-building, licenses, and award-winning training to equip you for success in a holistic planning approach.

As a financial representative, you’ll grow your client base, craft personalized plans, and guide clients through life stages with Northwestern Mutual’s planning tools and support for licensing, education and credentials.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking.
• Strong communication skills.
• Authorized 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

Communication

Time management

Motivation

Critical thinking

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking aspiring financial advisors to launch their own practice in the United States. The program emphasizes client-building, licenses, and award-winning training to equip you for success in a holistic planning approach.

As a financial representative, you’ll grow your client base, craft personalized plans, and guide clients through life stages with Northwestern Mutual’s planning tools and support for licensing, education and credentials.