Entrepreneurial Financial Planner

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

Benefits offered by this job

Retirement plan

Medical, vision, and dental plans

Parental benefits

Job summary

Northwestern Mutual seeks a financial advisor to grow a personal client base through networking and referrals, delivering holistic financial plans and ongoing support. You start as a financial representative focused on client-building and licensing, with award-winning training and a path to ownership.

The role offers independence as a business owner with uncapped earning potential under a performance-based compensation structure. Training and licensing support are provided to help you succeed.

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 client base by making new connections, referrals, and delivering a great client experience.
• Build personalized, holistic financial plans tailored to each client's needs.
• Manage clients' financial plans to help them reach their goals.
• Grow relationships with clients to support them through life stages.

Skills

Relationship-building

Time management

Communication

Motivation & drive

Critical thinking

Continuous learning

Entrepreneurial mindset

Education

Bachelor’s degree

Job description

Northwestern Mutual seeks a financial advisor to grow a personal client base through networking and referrals, delivering holistic financial plans and ongoing support. You start as a financial representative focused on client-building and licensing, with award-winning training and a path to ownership.

The role offers independence as a business owner with uncapped earning potential under a performance-based compensation structure. Training and licensing support are provided to help you succeed.