Entrepreneurial Financial Planner

Northwestern Mutual; Baton Rouge (LA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Performance-based earnings

Expense allowances

Licensing support

CFP licensing support

Retirement package

Medical/Vision/Dental plans

Life and Disability Insurance

Parental benefits

Job summary

Northwestern Mutual is seeking a Financial Advisor in the United States. This path starts as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop a private practice in financial planning.

You will learn to deliver comprehensive plans using our planning tools, aiming to help clients grow, protect, and plan for retirement, while earning through a performance-based compensation structure.

Qualifications

• Bachelor's degree is required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication and critical thinking abilities.
• Authorized to work in the US without sponsorship.

Responsibilities

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

Skills

Entrepreneurial mindset

Relationship building

Time management

Continuous learning

Critical thinking

Communication

Motivation and drive

US work sponsorship eligibility

Education

Bachelor's degree

Job description

Northwestern Mutual is seeking a Financial Advisor in the United States. This path starts as a financial representative focused on client-building and obtaining licenses, with award-winning training to develop a private practice in financial planning.

You will learn to deliver comprehensive plans using our planning tools, aiming to help clients grow, protect, and plan for retirement, while earning through a performance-based compensation structure.