Entrepreneurial Financial Planner

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

Benefits offered by this job

Company-funded retirement

Medical, vision and dental plans

Parental benefits

License & certification support

CFP licensing support

Expense allowances

Job summary

Northwestern Mutual is seeking a Financial Advisor who will start as a financial representative to build a personal business and become a trusted advisor for clients. The role offers licensing pathways and ongoing training to deliver comprehensive financial plans, including investments, insurance, and retirement solutions.

You’ll operate as an independent contractor while benefiting from the company’s support, training, and national network.

Qualifications

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• History of success in client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and problem-solving.
• Strong communication skills.
• 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

Communication

Critical thinking

Motivation and drive

Education

Bachelor’s degree

Job description

Northwestern Mutual is seeking a Financial Advisor who will start as a financial representative to build a personal business and become a trusted advisor for clients. The role offers licensing pathways and ongoing training to deliver comprehensive financial plans, including investments, insurance, and retirement solutions.

You’ll operate as an independent contractor while benefiting from the company’s support, training, and national network.