Entrepreneurial Financial Advisor & Practice Builder

Northwestern Mutual; Rockland (MA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based pay

Licensing support

Retirement plan

Health insurance

Job summary

Northwestern Mutual is recruiting financial advisors who start as financial representatives and build their own practice as independent contractors. You will educate clients, design holistic financial plans, and grow your advisory business with commission-based earnings and licensed support.

The path includes licensing in Life/ A&H, SIE, Series 6/7/63, with tuition pre-payment/reimbursement and a national training curriculum.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven history in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator with motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow client base by making connections and maintaining a referral network.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Skills

Entrepreneurial mindset

Relationship-building

Client-facing

Time management

Strong communicator

Self-motivated

Education

Bachelor's degree

Job description

Northwestern Mutual is recruiting financial advisors who start as financial representatives and build their own practice as independent contractors. You will educate clients, design holistic financial plans, and grow your advisory business with commission-based earnings and licensed support.

The path includes licensing in Life/ A&H, SIE, Series 6/7/63, with tuition pre-payment/reimbursement and a national training curriculum.