Entrepreneurial Financial Advisor & Practice Builder

Northwestern Mutual; Madison (WI); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonuses & allowances

Retirement plan

Medical, vision, dental

Job summary

Northwestern Mutual is seeking a Financial Representative in the Madison, WI area to start a business-focused career helping clients achieve their financial goals. You begin by client-building and obtaining necessary licenses, with training and a path toward a planning practice that offers uncapped earning potential.

The role emphasizes developing holistic plans, growing your client base, and guiding clients through life’s stages.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven client-facing or relationship-building experience.
• Strong time-management skills.
• Continuous learning and collaboration mindset.
• Critical thinking and problem-solving.
• Excellent 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

Entrepreneurial mindset

Sales acumen

Self-motivation

Work authorization (US)

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Representative in the Madison, WI area to start a business-focused career helping clients achieve their financial goals. You begin by client-building and obtaining necessary licenses, with training and a path toward a planning practice that offers uncapped earning potential.

The role emphasizes developing holistic plans, growing your client base, and guiding clients through life’s stages.