Entrepreneurial Financial Advisor & Wealth Planner

Northwestern Mutual; Newington (CT); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Company-funded retirement package

Licensing support (SIE, Series 6/7/63)

Support for CFP licensing

Comprehensive medical, vision, dental

Job summary

Northwestern Mutual is seeking motivated individuals to become financial representatives and eventually financial advisors, with a path to own a practice, licensing, and client-building focus.

The role offers uncapped earnings through a performance-based compensation structure, with licenses in Life/AD&H, Securities, and Series exams; practice as an independent contractor with company support and a strong training network.

Qualifications

• Bachelor's degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills and drive to learn.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage client plans to help them reach goals.
• Grow relationships with clients through all life stages.

Skills

Relationship-building

Time management

Strong communicator

Drive and motivation

Client-facing experience

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking motivated individuals to become financial representatives and eventually financial advisors, with a path to own a practice, licensing, and client-building focus.

The role offers uncapped earnings through a performance-based compensation structure, with licenses in Life/AD&H, Securities, and Series exams; practice as an independent contractor with company support and a strong training network.