Entrepreneurial Financial Advisor & Practice Builder

Northwestern Mutual; Monroeville (Allegheny County); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement package

Health insurance

Life insurance

Parental benefits

Bonus programs

Licensing support

Job summary

Northwestern Mutual in the United States invites aspiring financial advisors to start a practice as independent contractors. You’ll begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop your financial planning practice.

You’ll learn to create personalized plans, expand your client base, and pursue licensing for CFP, SIE, and securities.

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 mindset

Relationship building

Time management

Continuous learning

Critical thinking

Communication skills

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual in the United States invites aspiring financial advisors to start a practice as independent contractors. You’ll begin as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop your financial planning practice.

You’ll learn to create personalized plans, expand your client base, and pursue licensing for CFP, SIE, and securities.