Entrepreneurial Financial Planner

Northwestern Mutual; Boston (KY); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Retirement plan

Health insurance

Parental benefits

Licensing support

Bonuses

Job summary

Northwestern Mutual invites aspiring financial professionals to start a practice as a financial representative, building client networks and licensing for a complete financial planning approach. The role emphasizes independent entrepreneurism with training and a national advisor network to guide growth.

As a financial advisor in this program, you’ll obtain Life/Accident & Health, SIE, and Series licenses while leveraging our planning software to deliver holistic plans.

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.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• 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

Relationship-building

Time management

Strong communicator

Critical thinking

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual invites aspiring financial professionals to start a practice as a financial representative, building client networks and licensing for a complete financial planning approach. The role emphasizes independent entrepreneurism with training and a national advisor network to guide growth.

As a financial advisor in this program, you’ll obtain Life/Accident & Health, SIE, and Series licenses while leveraging our planning software to deliver holistic plans.