Entrepreneurial Financial Planner

Northwestern Mutual; Annapolis (IL); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

CFP path support

Retirement plan

Job summary

Northwestern Mutual seeks entrepreneurial Financial Advisor candidates to build a personal practice, focusing on client needs, planning, and long-term relationships. You start as a financial representative, obtaining licenses, building a client base, and earning through a performance-based compensation structure.

Join a training-oriented program backed by a national advisor network, with licensing support and a path to CFP certification, retirement benefits, and comprehensive benefits.

Qualifications

• Bachelor’s degree required.
• History of success in relationship-building or client-facing roles.
• Excellent time-management and communication skills.

Responsibilities

• Grow your client base by making new connections and building a referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help achieve their goals.
• Grow relationships with clients to support them through life’s stages.

Skills

Client relationship-building

Time management

Communication

Sales aptitude

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks entrepreneurial Financial Advisor candidates to build a personal practice, focusing on client needs, planning, and long-term relationships. You start as a financial representative, obtaining licenses, building a client base, and earning through a performance-based compensation structure.

Join a training-oriented program backed by a national advisor network, with licensing support and a path to CFP certification, retirement benefits, and comprehensive benefits.