Entrepreneurial Financial Advisor — Training & Growth

Northwestern Mutual; Rockland (MA); Sur place; USD 61 000 - 250 000; Plein temps

Avantages offerts par ce poste

Licensing support

CFP licensing support

Retirement plan

Health benefits

Résumé du poste

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning and a business-building approach. You will start by growing your client base, designing personalized plans, and guiding clients through life stages with holistic solutions.

As an independent contractor, you’ll receive extensive training, licensing support, and step-by-step programs while building your practice.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to run a business.
• History of success in client-facing roles.

Responsabilités

• Grow client base by building connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage clients’ financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Connaissances

Entrepreneurial mindset

Relationship-building

Time management

Strong communicator

Sales oriented

Formation

Bachelor’s degree

Description du poste

Northwestern Mutual is seeking a Financial Advisor to help clients achieve their goals through comprehensive financial planning and a business-building approach. You will start by growing your client base, designing personalized plans, and guiding clients through life stages with holistic solutions.

As an independent contractor, you’ll receive extensive training, licensing support, and step-by-step programs while building your practice.