Entrepreneurial Financial Advisor & Planner Licensing Support

Northwestern Mutual; Watertown (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company retirement plan

Medical, vision, dental plans

Licensing support

Parental benefits

Job summary

Northwestern Mutual is seeking a financial advisor in the United States to help clients reach their goals through comprehensive financial planning. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to grow your practice.

You’ll obtain Life/Accident & Health, SIE, and Series 6, 7, 63 licenses, with pre-payment/reimbursement for tuition.

Qualifications

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

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Strong communication

Self-motivation

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor in the United States to help clients reach their goals through comprehensive financial planning. You begin as a financial representative focused on client-building and obtaining licenses, supported by award-winning training to grow your practice.

You’ll obtain Life/Accident & Health, SIE, and Series 6, 7, 63 licenses, with pre-payment/reimbursement for tuition.