Entrepreneurial Financial Planner

Northwestern Mutual; California; On-site; USD 61,000 - 250,000; Full time

Job summary

Northwestern Mutual seeks aspiring Financial Representatives to start a private-practice style career, focusing on client-building and earning licenses to become a financial advisor. Training equips you with education, skill-building, and development strategies to build a holistic planning practice focused on assets, insurance, and retirement solutions.

You’ll become an independent contractor with a performance-based compensation structure, leveraging Northwestern Mutual’s planning software and

Qualifications

• Bachelor’s degree.
• 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.
• Strong sense of motivation and drive.
• 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

Entrepreneurial ambitions

Relationship-building

Time management

Continuous learning

Critical thinking

Communication skills

Motivation and drive

Legal authorization to work in the US

Education

Bachelor’s degree

Tools

Asset & Income Protection

Education Funding

Investment & Advisory Services

Trust Services

Retirement Solutions

Business Needs Analysis

Job description

Northwestern Mutual seeks aspiring Financial Representatives to start a private-practice style career, focusing on client-building and earning licenses to become a financial advisor. Training equips you with education, skill-building, and development strategies to build a holistic planning practice focused on assets, insurance, and retirement solutions.

You’ll become an independent contractor with a performance-based compensation structure, leveraging Northwestern Mutual’s planning software and