Entrepreneurial Financial Advisor & Planning Partner

Northwestern Mutual; Rogers (AL); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual invites aspiring financial professionals to start a practice as a financial advisor, operating as an independent contractor with a path to business ownership. You’ll focus on client-building, licensing, and holistic planning, using our planning software to craft investments, protection, and retirement strategies.

Expect comprehensive training, a strong commission-based structure, and a route to adaptable work-life balance.

Qualifications

• Bachelor’s degree.
• 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 sense of motivation and drive.
• 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 ambitions

Relationship building

Time management

Communication skills

Critical thinking

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial professionals to start a practice as a financial advisor, operating as an independent contractor with a path to business ownership. You’ll focus on client-building, licensing, and holistic planning, using our planning software to craft investments, protection, and retirement strategies.

Expect comprehensive training, a strong commission-based structure, and a route to adaptable work-life balance.