Entrepreneurial Financial Advisor: Training & Licensing

Northwestern Mutual; Melville (NC); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Renewal income

Bonus programs and expense allowances

Company-funded retirement package

Medical, vision, dental plans

Parental benefits

Job summary

Northwestern Mutual offers a path to becoming a Financial Advisor where you launch a client-centered practice and build a business with award-winning training. You begin as a financial representative focused on client-building and licensing while earning through a performance-based compensation structure.

We support your licensing (Life/Accident & Health, SIE, Series 6,7,63) and provide tuition reimbursement and access to a national network of experienced advisors for hands-on learning.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• 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.
• US work authorization 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

Strong communication

Motivation and drive

US work authorization

Education

Bachelor’s degree

Job description

Northwestern Mutual offers a path to becoming a Financial Advisor where you launch a client-centered practice and build a business with award-winning training. You begin as a financial representative focused on client-building and licensing while earning through a performance-based compensation structure.

We support your licensing (Life/Accident & Health, SIE, Series 6,7,63) and provide tuition reimbursement and access to a national network of experienced advisors for hands-on learning.