Entrepreneurial Financial Planner

Northwestern Mutual; Carlsbad (TX); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Licensing support

Retirement plan

Healthcare package

Parental benefits

Independent contractor status

Job summary

Northwestern Mutual invites you to start a rewarding career as a financial advisor, shaping your own business with education, licensing, and advisory development. You’ll begin as a financial representative focused on client-building and obtaining licenses, supported by a renowned training program and a national network of experienced advisors.

You’ll pursue Life/Accident & Health, SIE, Series 6/7/63 licensing, with company-assisted tuition and books.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven ability in relationship-building or client-facing roles.
• Strong time-management and communication skills.
• Desire for continuous learning and collaboration.

Responsibilities

• Grow your client base by establishing connections and leveraging a strong referral network.
• Build personalized, holistic financial plans tailored to each client’s needs.
• Manage clients’ financial plans to help them reach goals.
• Expand relationships with clients to support them through life stages.

Skills

Relationship-building

Time management

Communication

Motivation/drive

Continuous learning

Education

Bachelor’s degree

Job description

Northwestern Mutual invites you to start a rewarding career as a financial advisor, shaping your own business with education, licensing, and advisory development. You’ll begin as a financial representative focused on client-building and obtaining licenses, supported by a renowned training program and a national network of experienced advisors.

You’ll pursue Life/Accident & Health, SIE, Series 6/7/63 licensing, with company-assisted tuition and books.