Entrepreneurial Financial Planner

Northwestern Mutual Group; Boca Raton (FL); Presencial; USD 61.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully company-funded retirement plan

Pension plan

Medical, vision, dental plans

Parental benefits

License pre-payment/reimbursement for

Training and education support

Descripción de la vacante

Northwestern Mutual invites you to start a financial advisory career where you own your business as a financial representative and build a client-focused practice. Training and licenses lead to independent contractor status and uncapped earning potential through performance-based compensation.

You'll complete licenses (Life/Health, SIE, Series 6/7/63) with company support, access to planning software, and a national advisor network.

Formación

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Experience in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and strong communication.
• US work authorization without sponsorship.

Responsabilidades

• Grow client base through new connections and referrals while delivering great client service.
• Build personalized, holistic financial plans for each client.
• Manage clients' financial plans to help achieve goals.
• Grow relationships to support clients through life stages.

Conocimientos

Entrepreneurial ambitions

Relationship-building

Excellent time-management

Strong communicator

Desire for continuous learning

Critical thinking

Motivation and drive

Legal work authorization (US)

Educación

Bachelor’s degree

Licenses: Life/Accident & Health, SIE, Series 6/7/63

CFP licensing support

Herramientas

Licensing prerequisites listing

Descripción del empleo

Northwestern Mutual invites you to start a financial advisory career where you own your business as a financial representative and build a client-focused practice. Training and licenses lead to independent contractor status and uncapped earning potential through performance-based compensation.

You'll complete licenses (Life/Health, SIE, Series 6/7/63) with company support, access to planning software, and a national advisor network.