Entrepreneurial Financial Advisor — Training, Licensing & Growth

Northwestern Mutual; Red Bank (NJ); On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual is seeking a financial advisor in the Red Bank, NJ area to help clients achieve their financial goals through comprehensive planning, investments, insurance, and retirement solutions. You will operate as a business owner, leveraging our training and licensing programs to build a client-focused practice.

You’ll work with clients to create personalized plans, develop relationships, and grow your referral network, with compensation tied to performance and production, reflecting

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability to build relationships or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong critical thinking.
• Strong communicator.
• 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 ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation and drive

Work authorization in US

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a financial advisor in the Red Bank, NJ area to help clients achieve their financial goals through comprehensive planning, investments, insurance, and retirement solutions. You will operate as a business owner, leveraging our training and licensing programs to build a client-focused practice.

You’ll work with clients to create personalized plans, develop relationships, and grow your referral network, with compensation tied to performance and production, reflecting